Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$421K Buy
2024
Q4
$392K Buy
2024
Q3
$413K Buy
2024
Q2
$308K Sell
2024
Q1
$277K Buy
2023
Q4
$284K Buy
2023
Q3
$273K Buy
2023
Q2
$294K Buy
2023
Q1
Sell
2022
Q4
$358K Buy
2022
Q3
$331K Buy
2022
Q2
$362K Buy
2022
Q1
$414K Buy
2021
Q4
$482K Buy
2021
Q3
$488K Buy
2021
Q2
$530K Buy
2021
Q1
$520K Sell
2020
Q4
$448K Buy