Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$194K Buy
2025
Q1
$169K Sell
2024
Q4
$207K Sell
2024
Q3
$244K Buy
2024
Q2
$205K Sell
2024
Q1
$256K Buy
2023
Q4
$278K Buy
2023
Q3
$213K Buy
2023
Q2
$241K Sell
2023
Q1
$286K Buy
2022
Q4
$261K Buy
2022
Q3
$61K Buy
2022
Q2
$75K Sell
2022
Q1
$168K Buy
2021
Q4
$58K Buy
2021
Q3
$32K Buy
2021
Q2
$33K Buy
2020
Q4
$30K Buy