Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
2025
Q1
$1.09M Buy
2024
Q4
$300K Buy
2024
Q3
$389K Buy
2024
Q2
$232K Buy
2024
Q1
$13.6K Hold
2023
Q4
$12K Buy
2023
Q3
$10.7K Hold
2023
Q2
$11.2K Hold
2023
Q1
$10.3K Buy
2020
Q1
Sell
2019
Q4
$270K Sell
2019
Q3
$268K Buy