Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Hold
2025
Q1
$621K Hold
2024
Q4
$518K Buy
2024
Q3
$469K Hold
2024
Q2
$412K Hold
2024
Q1
$416K Sell
2023
Q4
$504K Hold
2023
Q3
$439K Hold
2023
Q2
$479K Sell
2023
Q1
$486K Buy
2022
Q4
$10.6K Hold
2022
Q3
$11K Hold
2022
Q2
$13K Buy
2022
Q1
$6K Hold
2021
Q4
$8K Hold
2021
Q3
$7K Hold
2021
Q2
$6K Hold
2021
Q1
$6K Buy