Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
2025
Q1
$238K Sell
2024
Q4
$368K Sell
2024
Q3
$480K Sell
2024
Q2
$526K Buy
2024
Q1
$558K Buy
2023
Q4
$445K Sell
2023
Q3
$423K Buy
2023
Q2
$473K Buy
2023
Q1
$433K Sell
2022
Q4
$512K Sell
2022
Q3
$431K Sell
2022
Q2
$478K Buy
2022
Q1
$407K Sell
2021
Q4
$435K Buy