Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
2025
Q1
$345K Buy
2024
Q4
$314K Hold
2024
Q3
$332K Buy
2024
Q2
$237K Buy
2024
Q1
$273K Sell
2023
Q4
$771K Sell
2023
Q3
$586K Hold
2023
Q2
$586K Sell
2023
Q1
$533K Sell
2022
Q4
$657K Buy
2022
Q3
$607K Buy
2022
Q2
$686K Buy
2022
Q1
$867K Buy
2021
Q4
$805K Buy
2021
Q3
$673K Buy
2021
Q2
$493K Buy