Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2025
Q1
$259K Buy
2024
Q4
$199K Sell
2024
Q3
$297K Sell
2024
Q2
$298K Buy
2024
Q1
$283K Buy
2023
Q4
$251K Buy
2023
Q3
$217K Buy
2023
Q2
$195K Buy
2023
Q1
$161K Buy
2022
Q4
$154K Buy
2022
Q3
$104K Buy
2022
Q2
$113K Sell
2022
Q1
$1.3M Buy
2021
Q4
$232K Buy