Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
2025
Q1
$312K Buy
2024
Q4
$234K Sell
2024
Q3
$281K Buy
2024
Q2
$263K Buy
2024
Q1
$183K Buy
2023
Q4
$158K Hold
2023
Q3
$137K Hold
2023
Q2
$129K Sell
2023
Q1
$149K Hold
2022
Q4
$137K Hold
2022
Q3
$142K Sell
2022
Q2
$153K Buy
2022
Q1
$150K Sell
2021
Q4
$161K Buy