Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2025
Q1
$364K Sell
2024
Q4
$535K Buy
2024
Q3
$628K Buy
2024
Q2
$453K Buy
2024
Q1
$623K Buy
2023
Q4
$456K Buy
2023
Q3
$382K Buy
2023
Q2
$451K Buy
2023
Q1
$479K Buy
2022
Q4
$383K Buy
2022
Q3
$258K Sell
2022
Q2
$320K Sell
2022
Q1
$446K Hold
2021
Q4
$446K Sell
2021
Q3
$488K Buy
2021
Q2
$397K Buy
2021
Q1
$303K Sell
2020
Q4
$261K Buy