Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
2025
Q1
$230K Sell
2024
Q4
$235K Sell
2024
Q3
$377K Buy
2024
Q2
$325K Sell
2024
Q1
$486K Sell
2023
Q4
$691K Sell
2023
Q3
$782K Buy
2023
Q2
$746K Buy
2023
Q1
$706K Buy
2022
Q4
$642K Buy
2022
Q3
$362K Buy
2022
Q2
$304K Sell
2022
Q1
$419K Buy
2021
Q4
$367K Buy
2021
Q3
$205K Buy