Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
2025
Q1
$292K Sell
2024
Q4
$351K Sell
2024
Q3
$378K Hold
2024
Q2
$372K Sell
2024
Q1
$477K Sell
2023
Q4
$558K Buy
2023
Q2
$570K Sell
2023
Q1
$634K Sell
2022
Q4
$608K Buy
2022
Q2
$531K Hold
2022
Q1
$699K Sell
2021
Q4
$917K Sell
2021
Q3
$801K Buy