Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
2025
Q1
$454K Buy
2024
Q4
$388K Buy
2024
Q3
$408K Buy
2024
Q2
$446K Buy
2024
Q1
$414K Buy
2023
Q4
$407K Sell
2023
Q3
$404K Sell
2023
Q2
$439K Buy
2023
Q1
$418K Sell
2022
Q4
$437K Hold
2022
Q3
$382K Hold
2022
Q2
$401K Sell
2022
Q1
$430K Buy