Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
2025
Q1
$131K Sell
2024
Q4
$303K Sell
2024
Q3
$415K Buy
2024
Q2
$249K Sell
2024
Q1
$376K Buy
2023
Q4
$189K Sell
2023
Q3
$207K Buy
2023
Q2
$229K Sell
2023
Q1
$227K Buy
2022
Q4
$161K Buy
2022
Q3
$89K Sell
2022
Q2
$60K Buy
2022
Q1
$43K Buy
2021
Q4
$23K Sell
2021
Q3
$30K Buy
2021
Q1
$51K Buy