Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
2025
Q1
$334K Buy
2024
Q4
$330K Buy
2024
Q3
$351K Buy
2024
Q2
$328K Buy
2024
Q1
$284K Buy
2023
Q4
$280K Sell
2023
Q3
$241K Sell
2023
Q2
$277K Sell
2023
Q1
$287K Sell
2022
Q4
$382K Buy
2022
Q3
$372K Sell
2022
Q2
$449K Sell
2022
Q1
$499K Sell
2021
Q4
$451K Buy
2021
Q3
$208K Buy