Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
2025
Q1
$393K Buy
2024
Q4
$368K Buy
2024
Q3
$237K Buy
2024
Q2
$247K Sell
2024
Q1
$247K Buy
2023
Q4
$214K Buy
2023
Q2
Sell
2023
Q1
$211K Sell
2022
Q4
$230K Sell
2022
Q3
$254K Buy
2022
Q2
$222K Sell
2022
Q1
$219K Sell
2021
Q4
$255K Sell
2021
Q3
$234K Buy