Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Hold
2025
Q1
$350K Sell
2024
Q4
$392K Buy
2024
Q3
$159K Sell
2024
Q2
$192K Sell
2024
Q1
$215K Buy
2023
Q4
$90.8K Sell
2023
Q3
$247K Buy
2023
Q2
$43.5K Hold
2023
Q1
$40.1K Hold
2022
Q4
$41.8K Buy
2022
Q3
$32K Buy
2022
Q2
$12K Hold
2022
Q1
$10K Hold
2021
Q4
$10K Buy