Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$467K Sell
2024
Q4
$435K Hold
2024
Q3
$438K Sell
2024
Q2
$463K Hold
2024
Q1
$511K Buy
2023
Q4
$416K Hold
2023
Q3
$357K Sell
2023
Q2
$345K Hold
2023
Q1
$338K Buy
2022
Q4
$343K Hold
2022
Q3
$289K Buy
2022
Q2
$330K Hold
2022
Q1
$304K Hold
2021
Q4
$312K Buy