Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
2025
Q1
$378K Buy
2024
Q4
$280K Buy
2024
Q3
$256K Buy
2024
Q2
$234K Buy
2024
Q1
$232K Buy
2023
Q4
Sell
2023
Q3
$229K Buy
2023
Q2
$240K Buy
2023
Q1
$212K Sell
2022
Q4
$215K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$206K Sell
2021
Q3
$206K Buy