Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
2025
Q1
$251K Buy
2024
Q4
Sell
2024
Q3
$222K Sell
2024
Q2
$355K Buy
2024
Q1
$169K Sell
2023
Q4
$263K Sell
2023
Q3
$361K Sell
2023
Q2
$540K Buy
2023
Q1
$575K Sell
2022
Q4
$543K Sell
2022
Q3
$722K Sell
2022
Q2
$942K Buy
2022
Q1
$641K Buy
2021
Q4
$601K Buy
2021
Q3
$229K Buy