Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
2025
Q1
$232K Sell
2024
Q4
$388K Sell
2024
Q3
$407K Buy
2024
Q2
$252K Sell
2024
Q1
$613K Buy
2023
Q4
$519K Buy
2023
Q3
$263K Sell
2023
Q2
$261K Buy
2023
Q1
$245K Buy
2022
Q4
$134K Sell
2022
Q3
$190K Buy
2022
Q2
$212K Buy
2022
Q1
Sell
2021
Q4
$1.27M Sell
2021
Q3
$1.56M Buy