Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Hold
2025
Q1
$421K Hold
2024
Q4
$379K Hold
2024
Q3
$348K Hold
2024
Q2
$315K Hold
2024
Q1
$335K Hold
2023
Q4
$312K Sell
2023
Q3
$308K Hold
2023
Q2
$327K Sell
2023
Q1
$316K Sell
2022
Q4
$309K Sell
2022
Q3
$358K Sell
2022
Q2
$422K Sell
2022
Q1
$488K Buy
2021
Q4
$376K Buy