Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
2025
Q1
$408K Buy
2024
Q4
$205K Buy
2024
Q2
Sell
2024
Q1
$325K Buy
2023
Q4
Sell
2023
Q3
$298K Sell
2023
Q2
$414K Hold
2023
Q1
$419K Buy
2022
Q4
$358K Buy
2022
Q3
$295K Sell
2022
Q2
$421K Buy
2022
Q1
$339K Hold
2021
Q4
$385K Buy