Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
2025
Q1
$294K Buy
2024
Q4
$280K Buy
2024
Q3
Sell
2024
Q2
$251K Sell
2024
Q1
$471K Sell
2023
Q4
$395K Buy
2023
Q3
$358K Buy
2023
Q2
$282K Buy
2023
Q1
Sell
2022
Q4
$248K Buy
2022
Q1
Sell
2021
Q4
$236K Sell
2021
Q3
$244K Sell
2021
Q2
$255K Buy