Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
2025
Q1
$266K Buy
2024
Q4
$219K Sell
2024
Q3
$426K Buy
2024
Q2
$411K Sell
2024
Q1
$424K Sell
2023
Q4
$433K Sell
2023
Q3
$404K Buy
2023
Q2
$330K Buy
2023
Q1
$319K Buy
2022
Q4
$302K Sell
2022
Q3
$261K Buy
2022
Q2
$266K Buy
2022
Q1
$251K Buy
2021
Q4
$219K Buy
2021
Q3
$202K Buy