Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
2025
Q1
$470K Buy
2024
Q4
$387K Buy
2024
Q3
$549K Buy
2024
Q2
$199K Buy
2024
Q1
$197K Buy
2023
Q4
$383K Buy
2023
Q3
$324K Buy
2023
Q2
$307K Buy
2023
Q1
$213K Sell
2022
Q4
$220K Buy
2022
Q3
$303K Buy
2022
Q2
$375K Buy
2022
Q1
$353K Buy
2021
Q4
$335K Buy
2021
Q3
$52K Buy
2021
Q2
$47K Buy
2021
Q1
$16K Buy