Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
2025
Q1
$377K Sell
2024
Q4
$326K Buy
2024
Q3
$395K Sell
2024
Q2
$394K Buy
2024
Q1
$358K Sell
2023
Q4
$380K Buy
2023
Q3
$353K Buy
2023
Q2
$291K Buy
2023
Q1
$315K Buy
2022
Q4
$313K Buy
2022
Q3
$262K Buy
2022
Q2
$282K Buy
2022
Q1
$280K Buy
2021
Q4
$260K Buy