Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
2025
Q1
$236K Buy
2024
Q4
$192K Sell
2024
Q3
$262K Sell
2024
Q2
$272K Buy
2024
Q1
$211K Buy
2023
Q4
$117K Buy
2023
Q3
$106K Buy
2023
Q2
$61.4K Buy
2023
Q1
$62.8K Hold
2022
Q4
$56.4K Hold
2022
Q3
$51K Hold
2022
Q2
$54K Hold
2022
Q1
$73K Hold
2021
Q4
$63K Hold
2021
Q3
$54K Hold
2021
Q2
$67K Hold
2021
Q1
$68K Buy