Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$355K Sell
2024
Q4
$338K Sell
2024
Q3
$455K Hold
2024
Q2
$484K Sell
2024
Q1
$455K Sell
2023
Q4
$388K Sell
2023
Q3
$308K Sell
2023
Q2
$350K Sell
2023
Q1
$300K Buy
2022
Q4
$278K Buy
2022
Q3
$200K Hold
2022
Q2
$211K Buy
2022
Q1
$215K Sell
2021
Q4
$301K Buy
2021
Q3
$201K Hold
2021
Q2
$195K Sell
2021
Q1
$215K Buy