Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
2025
Q1
$300K Buy
2024
Q4
$248K Buy
2024
Q3
$299K Buy
2024
Q2
$299K Buy
2024
Q1
$230K Buy
2023
Q4
$185K Buy
2023
Q3
$126K Buy
2023
Q2
$119K Buy
2023
Q1
$97.4K Sell
2022
Q4
$101K Buy
2022
Q3
$85K Hold
2022
Q2
$85K Buy
2021
Q4
$88K Sell
2021
Q3
$172K Buy
2021
Q2
$163K Sell
2021
Q1
$207K Buy