Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2025
Q1
$514K Buy
2024
Q4
$427K Sell
2024
Q3
$492K Buy
2024
Q2
$424K Buy
2024
Q1
$424K Buy
2023
Q4
$360K Sell
2023
Q3
$379K Buy
2023
Q2
$335K Buy
2023
Q1
$334K Sell
2022
Q4
$462K Sell
2022
Q3
$604K Sell
2022
Q2
$634K Sell
2022
Q1
$1.01M Buy
2021
Q4
$520K Buy
2021
Q3
$238K Sell
2021
Q2
$236K Sell
2021
Q1
$287K Buy
2020
Q4
$235K Buy