Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2025
Q1
$361K Sell
2024
Q4
$318K Sell
2024
Q3
$321K Buy
2024
Q2
$289K Buy
2024
Q1
$316K Buy
2023
Q4
$293K Sell
2023
Q3
$263K Sell
2023
Q2
$309K Sell
2023
Q1
$292K Sell
2022
Q4
$318K Sell
2022
Q3
$284K Buy
2022
Q2
$298K Buy
2022
Q1
$320K Hold
2021
Q4
$380K Buy