Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$448K Hold
2025
Q1
$341K Sell
2024
Q4
$506K Hold
2024
Q3
$505K Hold
2024
Q2
$478K Hold
2024
Q1
$477K Sell
2023
Q4
$371K Hold
2023
Q3
$328K Hold
2023
Q2
$310K Hold
2023
Q1
$263K Hold
2022
Q4
$242K Hold
2022
Q3
$205K Buy
2022
Q2
Sell
2022
Q1
$234K Hold
2021
Q4
$266K Buy