Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
2025
Q1
$459K Buy
2024
Q4
$286K Sell
2024
Q3
$349K Sell
2024
Q2
$423K Sell
2024
Q1
$439K Sell
2023
Q4
$458K Sell
2023
Q3
$568K Buy
2023
Q2
$610K Sell
2023
Q1
$703K Buy
2022
Q4
$880K Buy
2022
Q3
$747K Buy
2022
Q2
$895K Buy
2022
Q1
$883K Sell
2021
Q4
$1.08M Buy
2021
Q3
$633K Buy
2021
Q2
$569 Buy
2021
Q1
$522 Buy