Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
2025
Q1
$256K Buy
2024
Q4
$124K Hold
2024
Q3
$138K Hold
2024
Q2
$123K Hold
2024
Q1
$117K Hold
2023
Q4
$114K Hold
2023
Q3
$119K Sell
2023
Q2
$179K Hold
2023
Q1
$162K Hold
2022
Q4
$125K Hold
2022
Q3
$92K Hold
2022
Q2
$99K Hold
2022
Q1
$158K Hold
2021
Q4
$143K Hold
2021
Q3
$137K Buy