Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
2025
Q1
$526K Buy
2024
Q4
$325K Sell
2024
Q3
$517K Buy
2024
Q2
$370K Buy
2024
Q1
$348K Hold
2023
Q4
$348K Buy
2023
Q3
$270K Buy
2023
Q2
$274K Sell
2023
Q1
$224K Buy
2022
Q4
Sell
2022
Q3
$253K Sell
2022
Q2
$218K Buy
2022
Q1
$237K Buy
2019
Q2
Sell
2019
Q1
$9K Hold
2018
Q4
$11K Buy