Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
2025
Q1
$200K Sell
2024
Q4
$780K Sell
2024
Q3
$881K Buy
2024
Q2
$234K Sell
2024
Q1
$144K Buy
2023
Q4
$34.3K Sell
2023
Q3
$110K Sell
2023
Q2
$202K Buy
2023
Q1
$128K Sell
2022
Q4
$217K Buy
2022
Q3
$143K Buy
2022
Q2
$85K Buy
2022
Q1
Sell
2021
Q4
$245K Buy