Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$157K Sell
2025
Q1
$178K Sell
2024
Q4
$185K Buy
2024
Q3
$193K Buy
2024
Q2
$224K Buy
2024
Q1
$281K Sell
2023
Q4
$250K Sell
2023
Q3
$192K Sell
2023
Q2
$216K Buy
2023
Q1
$326K Buy
2022
Q4
$230K Buy
2022
Q3
$278K Sell
2022
Q2
$374K Sell
2022
Q1
$6.4M Sell
2021
Q4
$8.41M Buy
2021
Q3
$9.08M Buy
2021
Q2
$10.9M Buy