Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
2025
Q1
$500K Sell
2024
Q4
$472K Buy
2024
Q3
$497K Buy
2024
Q2
$490K Buy
2024
Q1
$511K Buy
2023
Q4
$465K Buy
2023
Q3
$499K Sell
2023
Q2
$469K Buy
2023
Q1
$502K Buy
2022
Q4
$440K Buy
2022
Q3
$346K Buy
2022
Q2
$288K Buy
2022
Q1
$297K Buy
2021
Q4
$322K Buy
2021
Q3
$260K Buy
2021
Q2
$202K Buy