Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2025
Q1
$166K Sell
2024
Q4
$531K Buy
2024
Q3
$23.5K Sell
2024
Q2
$80.4K Buy
2024
Q1
Sell
2023
Q4
$37.6K Buy
2023
Q3
Sell
2023
Q2
$87.8K Sell
2023
Q1
$316K Buy
2022
Q4
$88.2K Buy
2022
Q3
$79K Buy