Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
2025
Q1
$375K Buy
2024
Q4
$301K Sell
2024
Q3
$386K Buy
2024
Q2
$373K Buy
2024
Q1
$334K Hold
2023
Q4
$339K Buy
2023
Q3
$139K Sell
2023
Q2
$123K Sell
2023
Q1
$141K Sell
2022
Q4
$153K Buy
2022
Q3
$128K Buy
2022
Q2
$134K Buy
2022
Q1
$128K Sell
2021
Q4
$129K Buy
2021
Q3
$93K Buy
2021
Q2
$106K Buy
2020
Q4
$100K Buy