Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
2025
Q1
$387K Buy
2024
Q4
$371K Buy
2024
Q3
$319K Sell
2024
Q2
$318K Sell
2024
Q1
$382K Sell
2023
Q4
$415K Buy
2023
Q3
$421K Sell
2023
Q2
$431K Sell
2023
Q1
$538K Buy
2022
Q4
$460K Buy
2022
Q3
$386K Sell
2022
Q2
$441K Buy
2022
Q1
$537K Hold
2021
Q4
$611K Buy
2021
Q3
$432K Buy
2021
Q2
$394K Hold
2021
Q1
$385K Buy
2020
Q4
$241K Buy