Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Hold
2025
Q1
$474K Sell
2024
Q4
$498K Hold
2024
Q3
$599K Sell
2024
Q2
$747K Sell
2024
Q1
$713K Buy
2023
Q4
$544K Buy
2023
Q3
$313K Buy
2023
Q2
$22.5K Sell
2023
Q1
$58.5K Hold
2022
Q4
$47K Hold
2022
Q3
$36K Hold
2022
Q2
$41K Buy
2022
Q1
$43K Buy