Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2025
Q1
$362K Buy
2024
Q4
$291K Sell
2024
Q3
$329K Buy
2024
Q2
$293K Sell
2024
Q1
$309K Buy
2023
Q4
$274K Sell
2023
Q3
$247K Buy
2023
Q2
$252K Buy
2023
Q1
$290K Buy
2022
Q4
$265K Sell
2022
Q3
$286K Buy
2022
Q2
$379K Buy
2022
Q1
$358K Hold
2021
Q4
$395K Buy