Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
2025
Q1
$449K Buy
2024
Q4
$479K Buy
2024
Q3
$463K Sell
2024
Q2
$437K Buy
2024
Q1
$467K Sell
2023
Q4
$440K Sell
2023
Q3
$405K Buy
2023
Q2
$412K Buy
2023
Q1
$409K Sell
2022
Q4
$414K Sell
2022
Q3
$336K Buy
2022
Q2
$320K Buy
2022
Q1
$362K Buy
2021
Q4
$358K Hold
2021
Q3
$293K Buy