Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2025
Q1
$476K Buy
2024
Q4
$591K Buy
2024
Q3
$258K Buy
2024
Q2
$185K Buy
2024
Q1
$182K Buy
2023
Q4
$213K Sell
2023
Q3
$97K Sell
2023
Q2
$740K Buy
2023
Q1
$520K Buy
2022
Q4
$73K Hold
2022
Q3
$141K Hold
2022
Q2
$136K Buy
2022
Q1
$299K Hold
2021
Q4
$649K Buy