Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2025
Q1
$255K Buy
2024
Q4
$227K Sell
2024
Q3
$268K Buy
2024
Q2
$155K Buy
2024
Q1
$139K Buy
2023
Q4
$58K Buy
2023
Q3
$40K Buy
2023
Q2
$19K Sell
2023
Q1
$16K Sell
2022
Q4
$13K Buy
2022
Q3
$10K Buy
2022
Q2
$12K Buy
2022
Q1
$15K Buy
2021
Q4
$12K Buy