Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$536K Buy
2024
Q4
$506K Buy
2024
Q3
$501K Buy
2024
Q2
$506K Sell
2024
Q1
$446K Sell
2023
Q4
$556K Buy
2023
Q3
$449K Sell
2023
Q2
$484K Hold
2023
Q1
$382K Buy
2022
Q4
$276K Buy
2022
Q3
$207K Sell
2022
Q2
$302K Buy
2022
Q1
$349K Sell
2021
Q4
$456K Buy
2021
Q3
$421K Buy
2021
Q2
$394K Buy
2021
Q1
$295K Buy