Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
2025
Q1
$372K Buy
2024
Q4
$252K Buy
2024
Q3
$230K Buy
2024
Q2
$172K Buy
2024
Q1
$140K Buy
2023
Q4
$64.2K Buy
2023
Q1
Sell
2022
Q4
$50K Sell
2022
Q3
$53K Sell
2022
Q2
$61K Sell
2022
Q1
$94K Sell
2021
Q4
$188K Sell
2021
Q3
$212K Sell
2021
Q2
$222K Sell
2021
Q1
$170K Buy