Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
2025
Q1
$268K Buy
2024
Q4
$305K Sell
2024
Q3
$447K Buy
2024
Q2
$457K Sell
2024
Q1
$422K Sell
2023
Q4
$507K Buy
2023
Q3
$432K Buy
2023
Q2
$406K Buy
2023
Q1
$313K Buy
2022
Q4
$233K Buy
2022
Q3
Sell
2022
Q2
$248K Buy
2022
Q1
$281K Sell
2021
Q4
$398K Buy
2021
Q3
$378K Buy