Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
2025
Q1
$285K Sell
2024
Q4
$250K Sell
2024
Q3
$231K Buy
2024
Q1
Sell
2023
Q4
$354K Buy
2023
Q3
$239K Buy
2023
Q2
Sell
2023
Q1
$266K Buy
2022
Q1
Sell
2021
Q4
$256K Buy
2021
Q3
$210K Buy
2020
Q3
Sell
2020
Q2
$233K Buy