Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
2025
Q1
$322K Sell
2024
Q4
$298K Sell
2024
Q3
$346K Sell
2024
Q2
$420K Buy
2024
Q1
$389K Sell
2023
Q4
$359K Sell
2023
Q3
$348K Buy
2023
Q2
$316K Sell
2023
Q1
$309K Buy
2022
Q4
$258K Buy
2022
Q3
Sell
2022
Q2
$208K Sell
2022
Q1
$860K Buy
2021
Q4
$346K Buy