Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$791K Sell
2025
Q1
$783K Buy
2024
Q4
$68.1K Hold
2024
Q3
$54.8K Buy
2024
Q2
$15.1K Buy
2024
Q1
$11.2K Buy
2023
Q4
$11.9K Sell
2023
Q3
$12.8K Buy
2023
Q2
$11.5K Buy
2023
Q1
$8.77K Sell
2022
Q4
$10.2K Buy
2022
Q3
$7K Buy
2022
Q2
$1K Buy
2022
Q1
$0 Buy