Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
2025
Q1
$416K Sell
2024
Q4
$461K Buy
2024
Q3
$419K Sell
2024
Q2
$325K Sell
2024
Q1
$345K Sell
2023
Q4
$719K Sell
2023
Q3
$625K Buy
2023
Q2
$579K Buy
2023
Q1
$328K Buy
2022
Q4
$214K Sell
2022
Q3
$204K Sell
2022
Q2
$646K Buy
2022
Q1
$628K Sell
2021
Q4
$752K Buy