Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
2025
Q1
$253K Sell
2024
Q4
$289K Sell
2024
Q3
$435K Buy
2024
Q2
$334K Sell
2024
Q1
$322K Buy
2023
Q4
$322K Sell
2023
Q3
$325K Sell
2023
Q2
$497K Buy
2023
Q1
$417K Sell
2022
Q4
$386K Sell
2022
Q3
$420K Buy
2022
Q2
$430K Sell
2022
Q1
$462K Buy
2021
Q4
$502K Buy