Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Sell
2025
Q1
$515K Buy
2024
Q4
$698K Buy
2024
Q3
$451K Buy
2024
Q2
$255K Buy
2024
Q1
Sell
2023
Q4
$316K Buy
2023
Q3
$316K Sell
2023
Q2
$331K Sell
2023
Q1
$318K Buy
2022
Q4
Sell
2022
Q3
$382K Buy
2022
Q2
$312K Buy
2022
Q1
$400K Sell
2021
Q4
$459K Buy
2021
Q3
$288K Buy
2021
Q2
$247K Sell
2021
Q1
$247K Buy
2020
Q4
$247K Buy