Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2025
Q1
$264K Buy
2024
Q4
$266K Buy
2024
Q3
$242K Sell
2024
Q2
$241K Sell
2024
Q1
$407K Sell
2023
Q4
$299K Buy
2023
Q3
$282K Buy
2023
Q2
$242K Buy
2023
Q1
$210K Sell
2022
Q4
$220K Sell
2022
Q3
$214K Sell
2022
Q2
$293K Buy
2022
Q1
$302K Buy
2021
Q4
$259K Buy
2021
Q3
$249K Buy
2021
Q2
$231K Sell
2021
Q1
$216K Buy