Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Hold
2025
Q1
$348K Sell
2024
Q4
$308K Sell
2024
Q3
$397K Sell
2024
Q2
$495K Sell
2024
Q1
$729K Sell
2023
Q4
$840K Buy
2023
Q2
$562K Sell
2023
Q1
$549K Sell
2022
Q4
$445K Buy
2022
Q2
$631K Hold
2022
Q1
$835K Hold
2021
Q4
$868K Sell
2021
Q3
$957K Buy