Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2025
Q1
$150K Sell
2024
Q4
$140K Buy
2024
Q3
$147K Sell
2024
Q2
$110K Sell
2024
Q1
$178K Buy
2023
Q4
$233K Sell
2023
Q3
$277K Buy
2023
Q2
$293K Buy
2023
Q1
Sell
2022
Q4
$1.49M Sell
2022
Q3
$1.26M Sell
2022
Q2
$2.48M Buy
2022
Q1
$998K Sell
2021
Q4
$2.64M Sell
2021
Q3
$4.41M Buy