Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
2025
Q1
$304K Sell
2024
Q4
$343K Buy
2024
Q3
$321K Sell
2024
Q2
$277K Sell
2024
Q1
$501K Buy
2023
Q4
$318K Sell
2023
Q3
$302K Buy
2023
Q2
$276K Sell
2023
Q1
$362K Sell
2022
Q4
$398K Buy
2022
Q3
$237K Sell
2022
Q2
$404K Buy
2022
Q1
$343K Buy
2021
Q4
$277K Buy
2021
Q3
$255K Buy