Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
2025
Q1
$317K Hold
2024
Q4
$377K Hold
2024
Q3
$386K Hold
2024
Q2
$320K Hold
2024
Q1
$285K Hold
2023
Q4
$239K Hold
2023
Q3
$240K Hold
2023
Q2
$270K Sell
2023
Q1
$421K Buy
2022
Q4
$185K Hold
2022
Q3
$138K Hold
2022
Q2
$158K Hold
2022
Q1
$187K Hold
2021
Q4
$198K Buy