Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Hold
2025
Q1
$544K Sell
2024
Q4
$811K Sell
2024
Q3
$1.01M Buy
2024
Q2
$324K Hold
2024
Q1
$294K Buy
2023
Q1
Sell
2022
Q4
$17K Sell
2022
Q3
$15K Hold
2022
Q2
$19K Sell
2022
Q1
$30K Sell
2021
Q4
$39K Buy
2021
Q3
$19K Hold
2021
Q2
$19K Hold
2021
Q1
$16K Buy