Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$336K Sell
2024
Q4
$325K Buy
2024
Q3
$306K Sell
2024
Q2
$1.05M Buy
2024
Q1
$403K Buy
2023
Q4
$415K Buy
2023
Q3
$421K Sell
2023
Q2
$341K Buy
2023
Q1
$382K Sell
2022
Q4
$586K Sell
2022
Q3
$481K Sell
2022
Q2
$548K Buy
2022
Q1
$599K Buy
2021
Q4
$407K Sell
2021
Q3
$406K Buy
2021
Q2
$449K Sell
2021
Q1
$633K Buy