Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
2025
Q1
$245K Buy
2024
Q4
$256K Buy
2024
Q3
$309K Hold
2024
Q2
$256K Sell
2024
Q1
$238K Buy
2023
Q4
$194K Hold
2023
Q3
$175K Hold
2023
Q2
$188K Hold
2023
Q1
$168K Hold
2022
Q4
$127K Buy
2021
Q4
Sell
2021
Q3
$10K Buy
2021
Q2
$12K Hold
2021
Q1
$12K Buy