Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
2025
Q1
$371K Sell
2024
Q4
$359K Sell
2024
Q3
$328K Buy
2024
Q2
$287K Buy
2024
Q1
$292K Buy
2023
Q4
$293K Sell
2023
Q3
$313K Buy
2023
Q2
$299K Buy
2023
Q1
$291K Buy
2022
Q4
$265K Sell
2022
Q3
$228K Sell
2022
Q2
$262K Sell
2022
Q1
$343K Buy
2021
Q4
$245K Sell
2021
Q3
$225K Buy
2021
Q2
$204K Sell
2021
Q1
$215K Buy