Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$730K Buy
2025
Q1
$590K Sell
2024
Q4
$656K Buy
2024
Q3
$321K Buy
2024
Q2
$280K Buy
2024
Q1
$213K Buy
2023
Q4
$139K Buy
2023
Q3
$96.3K Buy
2023
Q2
$69.6K Buy
2023
Q1
$62.6K Sell
2022
Q4
$60.1K Buy
2022
Q3
$41K Buy
2022
Q2
$32K Buy
2022
Q1
$22K Sell
2021
Q4
$32K Buy