Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
2025
Q1
$430K Sell
2024
Q4
$522K Buy
2024
Q3
$434K Buy
2024
Q2
$408K Sell
2024
Q1
$521K Buy
2023
Q4
$414K Hold
2023
Q3
$349K Sell
2023
Q2
$393K Sell
2023
Q1
$304K Sell
2022
Q4
$294K Buy
2022
Q3
$338K Buy
2022
Q2
$298K Buy
2022
Q1
$356K Buy
2021
Q4
$382K Buy