Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Hold
2025
Q1
$438K Sell
2024
Q4
$507K Hold
2024
Q3
$493K Buy
2024
Q2
$386K Buy
2024
Q1
$427K Hold
2023
Q4
$364K Hold
2023
Q3
$324K Hold
2023
Q2
$323K Hold
2023
Q1
$276K Hold
2022
Q4
$225K Hold
2022
Q3
$203K Hold
2022
Q2
$229K Sell
2022
Q1
$272K Sell
2021
Q4
$383K Buy