Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
2025
Q1
$342K Sell
2024
Q4
$646K Buy
2024
Q3
$582K Buy
2024
Q2
$426K Buy
2024
Q1
$264K Buy
2023
Q4
$147K Buy
2023
Q3
$67.6K Hold
2023
Q2
$61.6K Hold
2023
Q1
$66.2K Hold
2022
Q4
$61K Hold
2022
Q3
$50K Sell
2022
Q2
$50K Buy
2022
Q1
$22K Hold
2021
Q4
$20K Buy
2021
Q3
$3K Buy