Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
2025
Q1
$172K Hold
2024
Q4
$210K Sell
2024
Q3
$174K Hold
2024
Q2
$258K Buy
2024
Q1
$252K Buy
2023
Q4
$40K Sell
2023
Q3
$189K Sell
2023
Q2
$798K Buy
2023
Q1
$560K Buy
2022
Q4
$395K Buy
2022
Q1
Sell
2021
Q4
$88K Buy