Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
2025
Q1
$220K Buy
2024
Q4
$224K Buy
2024
Q3
$250K Sell
2024
Q2
$339K Buy
2024
Q1
$353K Sell
2023
Q4
$365K Sell
2023
Q3
$377K Sell
2023
Q2
$2.37M Buy
2023
Q1
$585K Buy
2022
Q4
$113K Sell
2022
Q3
$171K Sell
2022
Q2
$300K Buy
2022
Q1
$288K Buy
2021
Q4
$205K Buy