Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
2025
Q1
$182K Buy
2024
Q4
$145K Buy
2024
Q3
$165K Buy
2024
Q2
$145K Buy
2024
Q1
$159K Buy
2023
Q4
$137K Buy
2023
Q3
$120K Buy
2023
Q2
$102K Buy
2023
Q1
$91.1K Sell
2022
Q4
$90.2K Buy
2022
Q3
$12K Buy
2022
Q2
Sell
2022
Q1
$82K Buy
2021
Q4
$15K Buy
2021
Q3
$6K Sell
2021
Q2
$16K Buy
2020
Q4
$16K Buy