Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2025
Q1
$396K Buy
2024
Q4
$434K Buy
2024
Q3
$493K Sell
2024
Q2
$538K Buy
2024
Q1
$538K Buy
2023
Q4
$243K Sell
2023
Q3
$432K Buy
2023
Q2
$228K Sell
2023
Q1
$443K Buy
2022
Q4
$460K Buy
2022
Q3
$356K Buy
2022
Q2
$375K Buy
2022
Q1
$320K Buy
2021
Q4
$265K Buy
2021
Q3
$258K Hold
2021
Q2
$268K Sell
2021
Q1
$265K Hold
2020
Q4
$281K Buy