Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2025
Q1
$230K Buy
2024
Q4
$227K Sell
2024
Q3
$284K Sell
2024
Q2
$347K Buy
2024
Q1
$356K Sell
2023
Q4
$328K Buy
2023
Q3
$329K Sell
2023
Q2
$406K Buy
2023
Q1
$308K Buy
2022
Q4
$283K Buy
2022
Q3
$272K Buy
2022
Q2
$265K Sell
2022
Q1
$523K Sell
2021
Q4
$645K Buy
2021
Q3
$397K Sell
2021
Q2
$431K Buy