Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$163K Sell
2025
Q1
$176K Sell
2024
Q4
$178K Sell
2024
Q3
$197K Sell
2024
Q2
$162K Sell
2024
Q1
$158K Sell
2023
Q4
$227K Sell
2023
Q3
$209K Sell
2023
Q2
$226K Buy
2023
Q1
$142K Buy
2022
Q4
$148K Sell
2022
Q3
$145K Buy
2022
Q2
$124K Buy
2022
Q1
$79K Buy
2021
Q4
$86K Buy