Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
2025
Q1
$329K Buy
2024
Q4
$208K Sell
2024
Q3
$475K Buy
2024
Q2
Sell
2024
Q1
$642K Buy
2023
Q3
Sell
2023
Q2
$693K Buy
2023
Q1
$680K Buy
2022
Q4
$530K Buy
2022
Q3
$375K Buy
2022
Q2
$356K Buy
2022
Q1
$360K Buy
2021
Q4
$309K Buy
2021
Q3
$238K Buy