Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$144K Buy
2024
Q2
Sell
2024
Q1
$190K Buy
2023
Q3
Sell
2023
Q2
$141K Buy
2022
Q4
Sell
2022
Q3
$526K Buy
2022
Q2
$246K Buy
2022
Q1
$634K Buy
2021
Q4
$732K Buy
2021
Q3
$257K Sell
2021
Q2
$432K Buy