Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
2025
Q1
$322K Sell
2024
Q4
$270K Sell
2024
Q3
$657K Buy
2024
Q2
$633K Sell
2024
Q1
$605K Buy
2023
Q4
$608K Buy
2023
Q3
$524K Buy
2023
Q2
$371K Buy
2023
Q1
$395K Sell
2022
Q4
$445K Buy
2022
Q3
$307K Buy
2022
Q2
$304K Buy
2022
Q1
$280K Buy
2019
Q3
Sell
2019
Q2
$217K Buy