Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
2025
Q1
$312K Buy
2024
Q4
$370K Buy
2024
Q3
$369K Buy
2024
Q2
$297K Buy
2024
Q1
$319K Buy
2023
Q4
$301K Buy
2023
Q3
$258K Buy
2023
Q2
$199K Buy
2023
Q1
$152K Sell
2022
Q4
$166K Buy
2022
Q3
$145K Buy
2022
Q2
$155K Sell
2022
Q1
$226K Sell
2021
Q4
$225K Buy