Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
2025
Q1
$335K Sell
2024
Q4
$327K Sell
2024
Q3
$308K Sell
2024
Q2
$305K Buy
2024
Q1
$296K Buy
2023
Q4
$286K Buy
2023
Q3
$292K Sell
2023
Q2
$285K Buy
2023
Q1
$288K Buy
2022
Q4
$262K Buy
2022
Q3
$217K Buy
2022
Q2
$213K Buy
2022
Q1
$278K Buy
2021
Q4
$300K Buy