Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Sell
2024
Q4
$372K Sell
2024
Q3
$391K Buy
2024
Q2
$315K Sell
2024
Q1
$391K Sell
2023
Q4
$423K Hold
2023
Q3
$326K Buy
2023
Q2
$361K Sell
2023
Q1
$414K Sell
2022
Q4
$352K Buy
2022
Q3
$251K Buy
2022
Q2
$248K Buy
2022
Q1
$217K Buy
2021
Q4
$295K Buy