Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$422K Hold
2025
Q1
$349K Buy
2024
Q4
$354K Buy
2024
Q3
$413K Buy
2024
Q2
$497K Buy
2024
Q1
$466K Buy
2023
Q4
$363K Sell
2023
Q3
$300K Buy
2023
Q2
$368K Sell
2023
Q1
$360K Buy
2022
Q4
$278K Buy
2022
Q2
Sell
2022
Q1
$224K Sell
2021
Q4
$318K Sell
2021
Q3
$308K Buy
2021
Q2
$261K Buy