Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$296K Buy
2024
Q4
$339K Buy
2024
Q3
$352K Sell
2024
Q2
$458K Buy
2024
Q1
$400K Sell
2023
Q4
$504K Buy
2023
Q3
$358K Sell
2023
Q2
$442K Sell
2023
Q1
$564K Buy
2022
Q4
$466K Buy
2022
Q3
$241K Buy
2022
Q2
$254K Sell
2022
Q1
$1.46M Buy
2021
Q4
$353K Buy
2021
Q3
$247K Buy
2021
Q2
$254K Sell
2021
Q1
$223K Sell
2020
Q4
$245K Buy