Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
2025
Q1
$225K Buy
2023
Q2
Sell
2023
Q1
$155K Buy
2022
Q4
$89.4K Buy
2022
Q3
$125K Buy
2022
Q2
$124K Sell
2022
Q1
$265K Buy
2021
Q4
$283K Sell
2021
Q3
$418K Sell
2021
Q2
$541K Buy
2021
Q1
$346K Buy
2020
Q4
$308K Buy
2020
Q3
$168K Buy
2020
Q2
$27K Sell
2020
Q1
$13K Buy
2019
Q4
$1K Buy