Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2025
Q1
$245K Sell
2024
Q4
$346K Sell
2024
Q3
$508K Buy
2024
Q2
$406K Buy
2024
Q1
$456K Sell
2023
Q4
$541K Buy
2023
Q3
$428K Sell
2023
Q2
$529K Sell
2023
Q1
$609K Buy
2022
Q4
$540K Buy
2022
Q3
$433K Hold
2022
Q2
$433K Buy
2021
Q4
$746K Sell
2021
Q3
$1.69M Buy
2021
Q2
$1.69M Buy
2021
Q1
$1.2M Buy