Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
2025
Q1
$395K Buy
2024
Q4
$375K Buy
2024
Q1
Sell
2023
Q4
$271K Buy
2023
Q3
$225K Hold
2023
Q2
$235K Sell
2023
Q1
$205K Buy
2022
Q3
Sell
2022
Q2
$229K Buy
2022
Q1
$348K Hold
2021
Q4
$341K Buy
2021
Q3
$241K Hold
2021
Q2
$211K Hold
2021
Q1
$208K Buy