Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
2025
Q1
$228K Sell
2024
Q4
$332K Buy
2024
Q3
$233K Buy
2024
Q2
$201K Sell
2024
Q1
$216K Buy
2023
Q4
$226K Sell
2023
Q3
$124K Buy
2023
Q2
$130K Sell
2023
Q1
$100K Buy
2022
Q4
$90.7K Sell
2022
Q3
$95K Sell
2022
Q2
$1.18M Buy
2022
Q1
$64K Buy