Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2025
Q1
$234K Buy
2024
Q4
$207K Sell
2024
Q3
$214K Hold
2024
Q2
$168K Buy
2024
Q1
$128K Hold
2023
Q4
$110K Sell
2023
Q3
$122K Buy
2023
Q2
$107K Hold
2023
Q1
$105K Sell
2022
Q4
$125K Buy
2022
Q3
$36K Sell
2022
Q2
$127K Buy
2022
Q1
$115K Buy
2021
Q4
$118K Buy
2021
Q3
$83K Buy
2021
Q2
$44K Hold
2021
Q1
$40K Hold
2020
Q4
$38K Buy