Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
2025
Q1
$547K Buy
2024
Q4
$455K Buy
2024
Q3
$447K Sell
2024
Q2
$575K Buy
2024
Q1
$628K Sell
2023
Q4
$625K Buy
2023
Q3
$396K Buy
2023
Q2
$405K Sell
2023
Q1
$419K Buy
2022
Q4
$454K Buy
2022
Q3
$220K Buy
2022
Q1
Sell
2021
Q4
$242K Buy
2021
Q3
$217K Sell
2021
Q2
$217K Sell
2021
Q1
$234K Hold
2020
Q4
$223K Buy