Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Hold
2025
Q1
$485K Hold
2024
Q4
$415K Sell
2024
Q3
$467K Hold
2024
Q2
$511K Buy
2024
Q1
$453K Hold
2023
Q4
$445K Sell
2023
Q3
$499K Buy
2023
Q2
$468K Buy
2023
Q1
$371K Hold
2022
Q4
$367K Hold
2022
Q3
$321K Hold
2022
Q2
$337K Buy
2022
Q1
$327K Buy