Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Hold
2025
Q1
$175K Hold
2024
Q4
$235K Hold
2024
Q3
$266K Hold
2024
Q2
$250K Hold
2024
Q1
$233K Hold
2023
Q4
$299K Buy
2023
Q3
$306K Hold
2023
Q2
$380K Hold
2023
Q1
$407K Sell
2022
Q4
$372K Hold
2022
Q3
$445K Sell
2022
Q2
$437K Hold
2022
Q1
$1.21M Buy
2021
Q4
$379K Hold
2021
Q3
$229K Buy