Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
2025
Q1
$185K Sell
2024
Q4
$263K Sell
2024
Q3
$296K Buy
2024
Q2
$377K Buy
2024
Q1
$336K Buy
2023
Q4
$237K Buy
2023
Q3
$191K Buy
2023
Q2
$338K Sell
2023
Q1
$496K Buy
2022
Q4
$97.9K Buy
2022
Q3
$196K Buy
2022
Q2
$224K Sell
2022
Q1
$1.45M Buy
2021
Q4
$1.31M Buy
2021
Q3
$1.59M Buy
2021
Q2
$2.27M Buy