Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$198K Buy
2025
Q1
$215K Buy
2024
Q4
$160K Sell
2024
Q3
$191K Buy
2024
Q2
$151K Buy
2024
Q1
$74.2K Sell
2023
Q4
$86.4K Sell
2023
Q3
$82.9K Sell
2023
Q2
$114K Sell
2023
Q1
$124K Sell
2022
Q4
$438K Buy
2022
Q3
$354K Buy
2022
Q2
$451K Buy
2022
Q1
$60K Buy
2021
Q4
$58K Buy