Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
2025
Q1
$393K Buy
2024
Q4
$273K Buy
2024
Q3
$230K Buy
2024
Q2
$130K Buy
2024
Q1
$69K Buy
2023
Q4
$54K Hold
2023
Q3
$43K Buy
2023
Q2
$1K Sell
2023
Q1
$1.22M Buy
2022
Q4
$10K Sell
2022
Q3
$13K Sell
2022
Q2
$15K Buy
2022
Q1
$14K Hold
2021
Q4
$16K Buy