Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
2025
Q1
$319K Sell
2024
Q4
$634K Buy
2024
Q3
$639K Buy
2024
Q2
$551K Buy
2024
Q1
$580K Sell
2023
Q4
$617K Buy
2023
Q3
$542K Buy
2023
Q2
Sell
2023
Q1
$456K Buy
2022
Q4
$450K Buy
2022
Q3
$367K Buy
2022
Q2
$391K Buy
2022
Q1
$390K Buy
2021
Q3
Sell
2021
Q2
$227K Buy
2021
Q1
$210K Buy