Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
2025
Q1
$661K Buy
2024
Q4
$666K Buy
2024
Q3
$111K Sell
2024
Q2
$113K Sell
2024
Q1
$157K Hold
2023
Q4
$132K Sell
2023
Q3
$175K Buy
2023
Q2
$78K Hold
2023
Q1
$71.2K Buy
2022
Q4
$15.9K Hold
2022
Q3
$13K Buy
2022
Q1
Sell
2021
Q4
$19K Hold
2021
Q3
$17K Buy