Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
2025
Q1
$325K Buy
2024
Q4
$396K Hold
2024
Q3
$380K Buy
2024
Q2
$410K Buy
2024
Q1
$477K Hold
2023
Q4
$358K Hold
2023
Q3
$325K Sell
2023
Q2
$323K Sell
2023
Q1
$258K Sell
2022
Q4
$208K Buy
2022
Q2
Sell
2022
Q1
$264K Buy
2021
Q4
$322K Buy