Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$487K Hold
2025
Q1
$483K Buy
2024
Q4
Sell
2024
Q3
$652K Sell
2024
Q2
$740K Buy
2024
Q1
$36.3K Buy
2023
Q3
Sell
2023
Q2
$10.3K Sell
2023
Q1
$11.2K Hold
2022
Q4
$10K Hold
2022
Q3
$8K Buy
2021
Q4
Sell
2021
Q3
$173K Hold
2021
Q2
$176K Buy