Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
2025
Q1
$436K Buy
2024
Q4
$459K Buy
2024
Q3
$380K Buy
2024
Q2
Sell
2024
Q1
$223K Sell
2023
Q4
$600K Sell
2023
Q3
$580K Buy
2023
Q2
$592K Buy
2023
Q1
$498K Buy
2022
Q4
$451K Sell
2022
Q3
$642K Buy
2022
Q2
$372K Buy
2022
Q1
$538K Buy
2021
Q4
$511K Buy
2021
Q3
$583K Buy
2021
Q2
$374K Buy
2021
Q1
Sell
2020
Q4
$209K Buy