Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
2025
Q1
$263K Sell
2024
Q4
$306K Buy
2024
Q3
$346K Buy
2024
Q2
$407K Sell
2024
Q1
$482K Sell
2023
Q4
$461K Buy
2023
Q3
$147K Sell
2023
Q2
$208K Buy
2023
Q1
$190K Buy
2022
Q4
$139K Buy
2022
Q3
$120K Hold
2022
Q2
$120K Buy
2021
Q4
$170K Sell
2021
Q3
$210K Buy
2021
Q2
$130K Buy
2021
Q1
$55K Buy