Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
2025
Q1
$479K Sell
2024
Q4
$555K Buy
2024
Q3
$497K Buy
2024
Q2
$545K Sell
2024
Q1
$950K Sell
2023
Q4
$740K Buy
2023
Q3
$519K Buy
2023
Q2
$426K Buy
2023
Q1
$354K Buy
2022
Q4
$399K Buy
2022
Q3
$399K Buy
2022
Q2
$398K Sell
2022
Q1
$1.29M Buy
2021
Q4
$1.41M Buy
2021
Q3
$1.72M Sell
2021
Q2
$1.97M Buy