Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
2025
Q1
$322K Sell
2024
Q4
$311K Sell
2024
Q3
$333K Buy
2024
Q2
$325K Buy
2024
Q1
$256K Buy
2023
Q4
$207K Buy
2023
Q3
Sell
2023
Q2
$203K Buy
2023
Q1
$175K Sell
2022
Q4
$183K Buy
2022
Q3
$56K Sell
2022
Q2
$89K Buy
2022
Q1
$5K Buy
2020
Q3
Sell
2020
Q2
$0 Buy