Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
2025
Q1
$224K Sell
2024
Q4
$222K Buy
2024
Q3
$233K Buy
2024
Q2
$273K Sell
2024
Q1
$289K Buy
2023
Q4
$178K Buy
2023
Q3
Sell
2023
Q2
$302K Buy
2023
Q1
$196K Sell
2022
Q4
$276K Buy
2022
Q3
$272K Buy
2022
Q2
$230K Sell
2022
Q1
$484K Buy
2021
Q4
$261K Buy