Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
2025
Q1
$396K Buy
2024
Q4
$384K Sell
2024
Q3
$492K Buy
2024
Q2
$451K Buy
2024
Q1
$449K Buy
2023
Q4
$508K Hold
2023
Q3
$423K Buy
2023
Q2
$440K Sell
2023
Q1
$679K Buy
2022
Q4
$533K Buy