Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$181K Sell
2025
Q1
$219K Buy
2024
Q4
$228K Sell
2024
Q3
$249K Buy
2024
Q2
$241K Buy
2024
Q1
$233K Sell
2023
Q4
$246K Sell
2023
Q3
$390K Buy
2023
Q2
$430K Sell
2023
Q1
$491K Sell
2022
Q4
$617K Buy
2022
Q3
$546K Buy
2022
Q2
$502K Buy