Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
2025
Q1
$582K Buy
2024
Q4
$653K Sell
2024
Q3
$628K Hold
2024
Q2
$464K Buy
2024
Q1
$456K Sell
2023
Q4
$617K Hold
2023
Q3
$557K Buy
2023
Q2
$407K Buy
2023
Q1
$349K Hold
2022
Q4
$312K Hold
2022
Q3
$364K Hold
2022
Q2
$549K Buy
2021
Q4
Sell
2021
Q3
$40K Sell
2021
Q2
$68K Buy