Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
2025
Q1
$379K Buy
2024
Q4
$132K Buy
2024
Q3
$137K Buy
2024
Q2
$157K Sell
2024
Q1
$192K Buy
2023
Q4
$182K Buy
2023
Q3
$170K Buy
2023
Q2
$200K Buy
2023
Q1
$183K Buy
2022
Q4
$185K Sell
2022
Q3
$238K Buy
2022
Q2
$204K Buy
2022
Q1
$234K Buy
2021
Q4
$301K Buy
2021
Q3
$196K Buy
2021
Q2
$182K Buy
2021
Q1
$137K Hold
2020
Q4
$99K Buy