Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2024
Q3
$453K Hold
2024
Q2
$394K Buy
2023
Q3
$354K Sell
2023
Q2
$325K Sell
2023
Q1
$473K Sell
2022
Q4
$528K Hold
2022
Q3
$438K Hold
2022
Q2
$500K Sell
2022
Q1
$581K Sell
2021
Q4
$553K Buy
2021
Q3
$399K Sell
2021
Q2
$429K Sell
2021
Q1
$426K Buy
2020
Q4
Sell
2020
Q3
$394K Sell
2020
Q2
$943K Buy