Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Buy
2025
Q1
$338K Sell
2024
Q4
$400K Buy
2024
Q3
$303K Sell
2024
Q2
$302K Sell
2024
Q1
$368K Sell
2023
Q4
$397K Buy
2023
Q3
$410K Sell
2023
Q2
$697K Sell
2023
Q1
$732K Buy
2022
Q4
$656K Sell
2022
Q3
$602K Sell
2022
Q2
$660K Buy
2022
Q1
$842K Sell
2021
Q4
$1.03M Buy