Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
2025
Q1
$578K Buy
2024
Q4
$478K Buy
2024
Q3
$531K Buy
2024
Q2
$461K Sell
2024
Q1
$509K Sell
2023
Q4
$440K Buy
2023
Q3
$401K Buy
2023
Q2
$357K Buy
2023
Q1
$418K Buy
2022
Q4
$423K Sell
2022
Q3
$354K Hold
2022
Q2
$404K Hold
2022
Q1
$415K Buy
2021
Q4
$351K Hold
2021
Q3
$279K Hold
2021
Q2
$292K Buy
2021
Q1
$280K Buy