Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
2025
Q1
$273K Buy
2024
Q4
$300K Sell
2024
Q3
$294K Sell
2024
Q2
$353K Buy
2024
Q1
$367K Sell
2023
Q4
$332K Sell
2023
Q3
$374K Sell
2023
Q2
$350K Buy
2023
Q1
$327K Buy
2022
Q4
Sell
2022
Q3
$255K Buy
2022
Q2
Sell
2022
Q1
$345K Buy
2021
Q4
$218K Sell
2021
Q3
$225K Buy