Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$244K Buy
2024
Q4
$248K Sell
2024
Q3
$297K Buy
2024
Q2
$275K Buy
2024
Q1
$321K Buy
2023
Q4
$236K Buy
2023
Q3
Sell
2023
Q2
$281K Buy
2023
Q1
$287K Hold
2022
Q4
$258K Buy
2022
Q3
$239K Buy
2022
Q2
$222K Buy
2022
Q1
$294K Buy
2021
Q4
$280K Buy
2021
Q3
$253K Buy
2021
Q2
$240K Buy