Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
2025
Q1
$198K Buy
2024
Q4
$212K Buy
2024
Q3
$95.3K Buy
2024
Q2
$57.8K Buy
2024
Q1
$55K Sell
2023
Q4
$73.7K Sell
2023
Q3
$33.9K Sell
2023
Q2
$50.3K Buy
2023
Q1
$72.4K Sell
2022
Q4
$241K Buy
2022
Q3
$234K Buy
2022
Q2
$225K Hold
2022
Q1
$225K Buy
2021
Q4
Sell
2021
Q3
$27K Buy
2021
Q2
Hold
2021
Q1
Hold