Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$679K Hold
2025
Q1
$655K Hold
2024
Q4
$576K Buy
2024
Q3
$34.3K Sell
2024
Q2
$37.4K Sell
2024
Q1
$45.2K Sell
2023
Q4
$104K Sell
2023
Q3
$123K Buy
2023
Q2
$80.2K Hold
2023
Q1
$84.2K Buy
2022
Q4
$16.9K Hold
2022
Q3
$16K Sell
2022
Q2
$70K Sell
2022
Q1
$89K Buy
2021
Q4
$25K Buy