Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2025
Q1
$209K Buy
2024
Q3
Sell
2024
Q2
$226K Sell
2024
Q1
$267K Sell
2023
Q4
$260K Sell
2023
Q3
$223K Sell
2023
Q2
$230K Buy
2023
Q1
$221K Sell
2022
Q4
$205K Sell
2022
Q3
$214K Sell
2022
Q2
$217K Sell
2022
Q1
$334K Sell
2021
Q4
$582K Buy