Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Buy
2025
Q1
$358K Sell
2024
Q4
$377K Sell
2024
Q3
$416K Sell
2024
Q2
$333K Sell
2024
Q1
$324K Buy
2023
Q4
$308K Sell
2023
Q3
$364K Sell
2023
Q2
$401K Sell
2023
Q1
$393K Sell
2022
Q4
$448K Sell
2022
Q3
$355K Sell
2022
Q2
$358K Sell
2022
Q1
$423K Sell
2021
Q4
$395K Buy