Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
2025
Q1
$257K Sell
2024
Q4
$307K Buy
2024
Q3
$269K Sell
2024
Q2
$391K Buy
2024
Q1
$211K Buy
2022
Q1
Sell
2021
Q4
$272K Hold
2021
Q3
$252K Buy
2021
Q2
$271K Hold
2021
Q1
$267K Buy