Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$354K Sell
2024
Q4
$308K Buy
2024
Q3
$281K Buy
2024
Q2
$350K Sell
2024
Q1
$429K Buy
2023
Q4
$288K Buy
2023
Q3
$336K Buy
2023
Q2
$246K Hold
2023
Q1
$258K Hold
2022
Q4
$261K Hold
2022
Q3
$225K Hold
2022
Q2
$260K Sell
2022
Q1
$272K Hold
2021
Q4
$200K Hold
2021
Q3
$173K Buy
2021
Q2
$143K Sell
2021
Q1
$136K Buy
2020
Q4
$70.2K Buy
2020
Q3
$24.4K Buy