Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Hold
2025
Q1
$295K Hold
2024
Q4
$450K Hold
2024
Q3
$391K Hold
2024
Q2
$355K Hold
2024
Q1
$283K Hold
2023
Q4
$238K Hold
2023
Q3
$226K Sell
2023
Q2
$1.12M Sell
2023
Q1
$837K Buy
2022
Q4
$577K Buy
2022
Q3
$490K Hold
2022
Q2
$418K Hold
2022
Q1
$532K Hold
2021
Q4
$409K Buy
2021
Q3
$241K Buy