Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
2025
Q1
$394K Sell
2024
Q4
$485K Buy
2024
Q3
$557K Buy
2024
Q2
$445K Buy
2024
Q1
$489K Buy
2023
Q4
$489K Buy
2023
Q3
$421K Buy
2023
Q2
$430K Buy
2023
Q1
$221K Buy
2022
Q4
Sell
2022
Q3
$241K Buy
2022
Q2
$204K Buy
2022
Q1
$256K Hold
2021
Q4
$276K Hold
2021
Q3
$276K Hold
2021
Q2
$294K Buy