Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
2025
Q1
$343K Sell
2024
Q4
$280K Buy
2024
Q3
$295K Buy
2024
Q2
$322K Sell
2024
Q1
$343K Buy
2023
Q4
$308K Buy
2023
Q3
$311K Sell
2023
Q2
$822K Buy
2023
Q1
$655K Buy
2022
Q4
$597K Buy
2022
Q3
$535K Buy
2022
Q2
$391K Sell
2022
Q1
$597K Buy
2021
Q4
$730K Buy