Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
2025
Q1
$358K Buy
2024
Q4
$316K Sell
2024
Q3
$320K Buy
2024
Q2
$228K Buy
2024
Q1
$242K Sell
2023
Q4
$216K Buy
2023
Q3
$27.2K Buy
2023
Q2
$16.7K Buy
2023
Q1
$14.3K Sell
2022
Q4
$17.9K Buy
2022
Q3
$12K Buy
2022
Q1
$35K Buy
2021
Q4
$26K Buy