Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
2025
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$258K Hold
2024
Q2
$340K Hold
2024
Q1
$485K Hold
2023
Q4
$552K Hold
2023
Q3
$390K Hold
2023
Q2
$367K Hold
2023
Q1
$359K Sell
2022
Q4
$336K Sell
2022
Q3
$349K Sell
2022
Q2
$507K Buy
2022
Q1
$668K Sell
2021
Q4
$715K Buy