Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
2025
Q1
$375K Hold
2024
Q4
$455K Hold
2024
Q3
$227K Hold
2024
Q2
$215K Hold
2024
Q1
$212K Hold
2023
Q4
$184K Hold
2023
Q3
$131K Hold
2023
Q2
$159K Sell
2023
Q1
$196K Sell
2022
Q4
$169K Hold
2022
Q3
$115K Hold
2022
Q2
$60.1K Hold
2022
Q1
$89.1K Hold
2021
Q4
$70.4K Buy