Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
2025
Q1
$118K Buy
2024
Q4
$139K Sell
2024
Q3
$135K Hold
2024
Q2
$100K Sell
2024
Q1
$175K Sell
2023
Q4
$183K Buy
2023
Q3
$173K Buy
2023
Q2
$168K Hold
2023
Q1
$191K Hold
2022
Q4
$179K Sell
2022
Q3
$236K Hold
2022
Q2
$191K Hold
2022
Q1
$317K Buy
2021
Q4
$406K Buy