Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
2025
Q1
$467K Buy
2024
Q4
$517K Sell
2024
Q3
$533K Buy
2024
Q2
$488K Sell
2024
Q1
$633K Buy
2023
Q4
$543K Buy
2023
Q3
$515K Buy
2023
Q2
$479K Buy
2023
Q1
$452K Buy
2022
Q4
$424K Buy
2022
Q3
$339K Buy
2022
Q2
$255K Buy
2022
Q1
$253K Buy
2021
Q4
$275K Buy