Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2025
Q1
$472K Buy
2024
Q4
$345K Hold
2024
Q3
$315K Sell
2024
Q2
$457K Buy
2024
Q1
$19K Sell
2023
Q4
$25K Hold
2023
Q3
$25K Buy
2023
Q2
Sell
2023
Q1
$56K Hold
2022
Q4
$65K Hold
2022
Q3
$121K Hold
2022
Q2
$133K Hold
2022
Q1
$103K Hold
2021
Q4
$112K Hold
2021
Q3
$109K Buy
2021
Q2
$114K Buy
2018
Q1
Sell
2017
Q4
$19K Buy