Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$425K Hold
2025
Q1
$335K Hold
2024
Q4
$370K Buy
2024
Q3
$223K Sell
2024
Q2
$274K Hold
2024
Q1
$295K Hold
2023
Q4
$366K Buy
2023
Q3
$268K Hold
2023
Q2
$291K Sell
2023
Q1
$307K Sell
2022
Q4
$383K Sell
2022
Q3
$704K Buy
2022
Q2
$656K Sell
2022
Q1
$1.29M Buy
2021
Q4
$2.06M Buy
2021
Q3
$2.5M Buy
2021
Q2
$2.8M Sell
2021
Q1
$2.55M Buy