Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
2025
Q1
$332K Sell
2024
Q4
$371K Buy
2024
Q3
$416K Buy
2024
Q2
$440K Buy
2024
Q1
$355K Buy
2023
Q4
$286K Sell
2023
Q3
$285K Buy
2023
Q2
$284K Hold
2023
Q1
$262K Sell
2022
Q4
$395K Buy
2022
Q3
$272K Buy
2022
Q2
$272K Hold
2022
Q1
$245K Buy
2021
Q4
$228K Buy