Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
2025
Q1
$364K Sell
2024
Q4
$338K Sell
2024
Q3
$413K Buy
2024
Q2
$516K Sell
2024
Q1
$758K Sell
2023
Q4
$913K Buy
2023
Q3
$626K Buy
2023
Q2
$565K Buy
2023
Q1
$535K Buy
2022
Q4
$381K Sell
2022
Q3
$372K Sell
2022
Q2
$559K Buy
2022
Q1
$743K Sell
2021
Q4
$808K Buy
2021
Q1
$743K Buy