Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
2025
Q1
$193K Buy
2024
Q4
$205K Buy
2024
Q3
$264K Sell
2024
Q2
$314K Buy
2024
Q1
$331K Sell
2023
Q4
$307K Buy
2023
Q3
$247K Buy
2023
Q2
$206K Buy
2023
Q1
$118K Sell
2022
Q4
$147K Sell
2022
Q3
$132K Hold
2022
Q2
$132K Buy
2021
Q4
$167K Sell
2021
Q3
$388K Sell
2021
Q2
$373K Sell
2021
Q1
$396K Buy