Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
2025
Q1
$193K Sell
2024
Q4
$198K Buy
2024
Q3
$209K Hold
2024
Q2
$248K Buy
2024
Q1
$262K Buy
2023
Q4
$236K Buy
2023
Q3
$236K Hold
2023
Q2
$288K Sell
2023
Q1
$247K Buy
2022
Q4
$221K Buy
2022
Q3
$184K Buy
2022
Q2
$180K Buy
2022
Q1
$230K Buy
2021
Q4
$258K Buy
2021
Q1
$230K Buy