Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$255K Sell
2024
Q4
$346K Buy
2024
Q3
$378K Sell
2024
Q2
$348K Buy
2024
Q1
$402K Sell
2023
Q4
$395K Sell
2023
Q3
$443K Buy
2023
Q2
$503K Buy
2023
Q1
$496K Buy
2022
Q4
$486K Sell
2022
Q3
$1.35M Buy
2022
Q2
$434K Buy
2022
Q1
$491K Buy
2021
Q4
$491K Buy
2021
Q3
$400K Buy
2021
Q2
$384K Buy
2021
Q1
$273K Buy