Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
2025
Q1
$312K Sell
2024
Q4
$356K Sell
2024
Q3
$365K Buy
2024
Q2
$279K Buy
2024
Q1
$302K Sell
2023
Q4
$261K Sell
2023
Q3
$249K Buy
2023
Q2
$223K Sell
2023
Q1
$231K Sell
2022
Q4
$261K Buy
2022
Q2
Sell
2022
Q1
$434K Buy
2021
Q4
$219K Buy