Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
2025
Q1
$340K Sell
2024
Q4
$652K Buy
2024
Q3
$414K Buy
2024
Q2
$176K Sell
2024
Q1
$141K Sell
2023
Q4
$247K Buy
2023
Q3
$287K Buy
2023
Q2
$207K Sell
2023
Q1
$360K Buy
2022
Q4
$165K Buy
2022
Q3
$68K Sell
2022
Q2
$50K Sell
2022
Q1
$232K Buy
2021
Q4
$159K Buy
2021
Q3
$67K Sell
2021
Q2
$171K Buy