Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$431K Hold
2025
Q1
$356K Hold
2024
Q4
$373K Hold
2024
Q3
$448K Buy
2024
Q2
$524K Sell
2024
Q1
$509K Sell
2023
Q4
$592K Hold
2023
Q3
$460K Hold
2023
Q2
$567K Hold
2023
Q1
$532K Buy
2022
Q4
$389K Buy
2022
Q3
Sell
2022
Q2
$223K Buy