Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$121K Sell
2024
Q4
$121K Sell
2024
Q3
$175K Buy
2024
Q2
$156K Sell
2024
Q1
$218K Sell
2023
Q4
$327K Buy
2023
Q3
$244K Sell
2023
Q2
$245K Hold
2023
Q1
$288K Buy
2022
Q4
$304K Buy
2022
Q3
$232K Sell
2022
Q2
$257K Sell
2022
Q1
$353K Buy
2021
Q4
$239K Sell
2021
Q3
$240K Buy
2021
Q2
$392K Sell
2021
Q1
$309K Buy