Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
2025
Q1
$486K Sell
2024
Q4
$951K Buy
2024
Q3
$392K Buy
2024
Q2
$102K Buy
2024
Q1
$99.2K Buy
2023
Q4
$84.1K Buy
2023
Q3
$30.4K Sell
2023
Q2
$423K Buy
2023
Q1
$58.2K Sell
2022
Q4
$49.2K Sell
2022
Q3
$71K Sell
2022
Q2
$128K Buy
2022
Q1
$163K Buy
2021
Q4
$112K Buy
2021
Q3
$106K Buy
2021
Q2
Sell
2021
Q1
$106K Buy