Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
2025
Q1
$295K Sell
2024
Q4
$265K Buy
2024
Q3
$247K Sell
2024
Q2
$277K Sell
2024
Q1
$317K Sell
2023
Q4
$813K Buy
2023
Q3
$396K Buy
2023
Q2
$428K Buy
2023
Q1
$243K Buy
2022
Q4
$201K Sell
2022
Q3
$208K Hold
2022
Q2
$234K Buy
2022
Q1
Sell
2021
Q4
$211K Buy
2018
Q4
Sell
2018
Q3
$212K Buy