Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
2025
Q1
$273K Sell
2024
Q4
$287K Sell
2024
Q3
$330K Buy
2024
Q2
$334K Buy
2024
Q1
$318K Buy
2023
Q4
$268K Sell
2023
Q3
$291K Buy
2023
Q2
$337K Buy
2023
Q1
$272K Buy
2022
Q4
$235K Buy
2022
Q3
$223K Sell
2022
Q2
$274K Buy
2022
Q1
$401K Buy