Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$115K Sell
2024
Q4
$217K Buy
2024
Q3
$87.4K Buy
2024
Q1
Sell
2023
Q4
$132K Buy
2023
Q3
$107K Buy
2023
Q2
Sell
2023
Q1
$146K Sell
2022
Q4
$201K Buy
2022
Q3
$225K Buy
2022
Q2
Sell
2022
Q1
$241K Sell
2021
Q4
$664K Buy