Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
2025
Q1
$274K Hold
2024
Q4
$239K Sell
2024
Q3
$294K Hold
2024
Q2
$294K Hold
2024
Q1
$308K Buy
2023
Q4
$287K Sell
2023
Q3
$626K Buy
2023
Q2
$285K Buy
2023
Q1
$305K Sell
2022
Q4
$280K Buy
2022
Q3
$228K Sell
2022
Q2
$286K Sell
2022
Q1
$342K Buy
2021
Q4
Sell
2021
Q3
$296K Buy