Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
2025
Q1
$374K Buy
2024
Q4
$423K Buy
2024
Q3
$435K Buy
2024
Q2
$382K Buy
2024
Q1
$298K Buy
2023
Q4
$291K Buy
2023
Q3
$245K Buy
2023
Q2
$291K Buy
2023
Q1
$252K Sell
2022
Q4
$232K Buy
2022
Q3
$215K Sell
2022
Q2
$287K Sell
2022
Q1
$337K Buy
2021
Q4
$348K Buy
2021
Q3
$251K Buy
2021
Q2
$287K Hold
2021
Q1
$287K Buy