Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
2025
Q1
$311K Sell
2024
Q4
$507K Buy
2024
Q3
$506K Buy
2024
Q2
$477K Buy
2024
Q1
$374K Buy
2023
Q2
$237K Buy
2023
Q1
Sell
2022
Q4
$276K Buy
2022
Q3
$220K Sell
2022
Q2
$219K Sell
2022
Q1
$264K Buy
2021
Q4
$266K Buy
2021
Q3
$256K Buy
2021
Q2
$252K Buy
2021
Q1
$234K Buy
2020
Q4
$218K Buy