Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$414K Hold
2024
Q4
$478K Buy
2024
Q3
$465K Hold
2024
Q2
$509K Buy
2024
Q1
$447K Sell
2023
Q4
$400K Sell
2023
Q3
$568K Buy
2023
Q2
$529K Buy
2023
Q1
$387K Buy
2022
Q4
$255K Hold
2022
Q3
$228K Hold
2022
Q2
$344K Hold
2022
Q1
$294K Hold
2021
Q4
$381K Buy