Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$528K Buy
2024
Q4
$469K Hold
2024
Q3
$537K Buy
2024
Q2
$65K Hold
2024
Q1
$91K Hold
2023
Q4
$72K Hold
2023
Q3
$66K Buy
2022
Q4
Sell
2022
Q3
$99K Hold
2022
Q2
$124K Hold
2022
Q1
$115K Hold
2021
Q4
$136K Buy