Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
2025
Q1
$275K Sell
2024
Q4
$308K Buy
2024
Q3
$50.2K Buy
2024
Q2
$49.2K Hold
2024
Q1
$61.5K Buy
2023
Q3
Sell
2023
Q2
$26.4K Hold
2023
Q1
$24.9K Sell
2022
Q4
$28.2K Sell
2022
Q3
$47K Buy
2022
Q2
$19K Buy
2020
Q4
Sell
2020
Q3
$1K Buy