Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
2025
Q1
$584K Sell
2024
Q4
$650K Buy
2024
Q3
$604K Buy
2024
Q2
$476K Buy
2024
Q1
$541K Buy
2023
Q4
$389K Buy
2023
Q3
$306K Buy
2023
Q2
$221K Sell
2023
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$208K Buy
2021
Q4
$273K Hold
2021
Q3
$242K Sell
2021
Q2
$273K Hold
2021
Q1
$253K Buy