Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
2025
Q1
$406K Buy
2024
Q4
$441K Buy
2024
Q3
$433K Buy
2024
Q2
$299K Buy
2024
Q1
$340K Buy
2023
Q4
$280K Buy
2023
Q3
$214K Hold
2023
Q2
$247K Hold
2023
Q1
$274K Sell
2022
Q4
$267K Buy
2022
Q3
Sell
2022
Q2
$233K Hold
2022
Q1
$307K Sell
2021
Q4
$708K Hold
2021
Q3
$617K Buy
2021
Q2
$624K Buy