Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
2025
Q1
$573K Sell
2024
Q4
$574K Hold
2024
Q3
$523K Buy
2024
Q2
$355K Buy
2024
Q1
$312K Buy
2023
Q4
$232K Buy
2023
Q3
$175K Sell
2023
Q2
$276K Buy
2023
Q1
$266K Buy
2022
Q4
$167K Buy
2022
Q3
$118K Sell
2022
Q2
$174K Sell
2022
Q1
$533K Buy
2021
Q4
$605K Sell
2021
Q3
$536K Sell
2021
Q2
$491K Buy
2021
Q1
$200K Sell
2020
Q4
$3.03M Buy