Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2025
Q1
$322K Sell
2024
Q4
$359K Buy
2024
Q3
$433K Sell
2024
Q2
$624K Buy
2024
Q1
$689K Sell
2023
Q4
$623K Sell
2023
Q3
$592K Sell
2023
Q2
$550K Sell
2023
Q1
$619K Hold
2022
Q4
$567K Hold
2022
Q3
$496K Buy
2022
Q2
$434K Buy
2022
Q1
$340K Hold
2021
Q4
$389K Buy