Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
2025
Q1
$198K Sell
2024
Q4
$232K Sell
2024
Q3
$250K Buy
2024
Q2
$234K Buy
2024
Q1
$199K Buy
2023
Q4
$176K Buy
2023
Q3
$140K Buy
2023
Q2
$124K Buy
2023
Q1
$117K Sell
2022
Q4
$102K Sell
2022
Q3
$97K Buy
2022
Q2
$106K Sell
2022
Q1
$130K Buy
2021
Q4
$123K Buy
2021
Q3
$103K Buy
2021
Q2
$94K Buy
2020
Q4
$87K Buy