Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
2025
Q1
$159K Sell
2024
Q4
$155K Sell
2024
Q3
$212K Sell
2024
Q2
$197K Buy
2024
Q1
$189K Sell
2023
Q4
$205K Sell
2023
Q3
$200K Sell
2023
Q2
$234K Sell
2023
Q1
$282K Buy
2022
Q4
$293K Sell
2022
Q3
$350K Buy
2022
Q2
$260K Buy
2022
Q1
Sell
2021
Q4
$125K Buy