Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Hold
2025
Q1
$485K Buy
2024
Q4
$405K Buy
2024
Q3
$431K Sell
2024
Q2
$374K Buy
2024
Q1
$310K Sell
2023
Q4
$282K Sell
2023
Q3
$276K Buy
2023
Q2
$216K Hold
2023
Q1
$255K Hold
2022
Q4
$259K Hold
2022
Q3
$215K Sell
2022
Q2
$491K Hold
2022
Q1
$519K Hold
2021
Q4
$434K Buy