Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
2025
Q1
$602K Sell
2024
Q4
$789K Buy
2024
Q3
$131K Buy
2024
Q2
Sell
2024
Q1
$433K Buy
2023
Q4
$394K Buy
2023
Q3
$236K Buy
2023
Q2
Sell
2023
Q1
$120K Buy
2022
Q4
Sell
2022
Q3
$100K Buy
2022
Q2
Sell
2022
Q1
$67K Buy
2021
Q3
Sell
2021
Q2
$99K Buy
2021
Q1
$82K Buy