Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Sell
2024
Q4
$367K Buy
2024
Q3
$430K Buy
2024
Q2
$376K Sell
2024
Q1
$443K Sell
2023
Q4
$488K Sell
2023
Q3
$451K Hold
2023
Q2
$493K Buy
2023
Q1
$431K Buy
2022
Q4
$383K Buy
2022
Q3
$331K Buy
2022
Q2
$358K Buy
2022
Q1
$368K Sell
2021
Q4
$418K Buy