Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Hold
2025
Q1
$430K Sell
2024
Q4
$399K Buy
2024
Q3
$285K Sell
2024
Q2
$332K Sell
2024
Q1
$511K Hold
2023
Q4
$476K Buy
2022
Q3
$325K Hold
2022
Q2
$360K Hold
2022
Q1
$406K Buy
2021
Q4
$342K Hold
2021
Q3
$352K Buy
2021
Q2
$365K Buy