Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2025
Q1
$496K Buy
2024
Q4
$433K Buy
2024
Q3
$433K Buy
2024
Q2
$337K Buy
2024
Q1
$369K Buy
2023
Q4
$315K Buy
2023
Q3
$237K Sell
2023
Q2
$255K Hold
2023
Q1
$249K Buy
2022
Q4
$243K Sell
2022
Q3
$247K Sell
2022
Q2
$297K Buy
2022
Q1
Sell
2021
Q4
$205K Buy