Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
2025
Q1
$253K Sell
2024
Q4
$293K Buy
2024
Q3
$319K Sell
2024
Q2
$351K Buy
2024
Q1
$350K Sell
2023
Q4
$363K Sell
2023
Q3
$359K Buy
2023
Q2
$401K Sell
2023
Q1
$471K Sell
2022
Q4
$583K Buy
2022
Q3
$385K Buy
2022
Q2
$393K Buy
2022
Q1
$353K Buy