Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Hold
2025
Q1
$369K Hold
2024
Q4
$409K Sell
2024
Q3
$574K Hold
2024
Q2
$650K Hold
2024
Q1
$772K Hold
2023
Q4
$588K Buy
2023
Q3
$357K Buy
2023
Q2
Sell
2023
Q1
$38K Hold
2022
Q4
$27K Sell
2022
Q3
$116K Hold
2022
Q2
$159K Sell
2022
Q1
$1.47M Hold
2021
Q4
$1.77M Buy
2021
Q1
Sell
2020
Q4
$88K Buy