Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
2025
Q1
$272K Hold
2024
Q4
$425K Hold
2024
Q3
$336K Sell
2024
Q2
$326K Sell
2024
Q1
$430K Sell
2023
Q4
$394K Buy
2023
Q3
$225K Buy
2023
Q1
Sell
2022
Q4
$275K Buy
2021
Q4
Sell
2021
Q3
$383K Buy
2021
Q2
$216K Buy