Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
2025
Q1
$367K Buy
2024
Q4
$575K Buy
2024
Q3
$368K Buy
2024
Q2
$402K Buy
2024
Q1
$375K Sell
2023
Q4
$421K Buy
2023
Q3
$345K Buy
2023
Q2
$489K Buy
2022
Q4
$151K Buy
2021
Q3
Sell
2021
Q2
$211K Buy