Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
2025
Q1
$376K Buy
2024
Q4
$433K Sell
2024
Q3
$440K Buy
2024
Q2
$411K Buy
2024
Q1
$406K Buy
2023
Q4
$310K Buy
2023
Q3
$267K Buy
2023
Q2
$247K Sell
2023
Q1
$215K Buy
2022
Q1
Sell
2021
Q4
$203K Buy