Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
2025
Q1
$285K Buy
2024
Q4
$296K Sell
2024
Q3
$308K Sell
2024
Q2
$358K Sell
2024
Q1
$394K Buy
2023
Q4
$363K Sell
2023
Q3
$424K Buy
2023
Q2
$366K Buy
2023
Q1
$394K Sell
2022
Q4
$389K Buy
2022
Q3
$289K Sell
2022
Q2
$340K Sell
2022
Q1
$347K Buy