Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$315K Sell
2024
Q4
$360K Buy
2024
Q3
$428K Sell
2024
Q2
$364K Buy
2024
Q1
$444K Sell
2023
Q4
$373K Buy
2023
Q3
$356K Sell
2023
Q2
$362K Buy
2023
Q1
$357K Buy
2022
Q4
$295K Buy
2022
Q3
$228K Buy
2022
Q2
$241K Sell
2022
Q1
$502K Buy
2021
Q4
$342K Buy