Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$393K Sell
2024
Q4
$355K Sell
2024
Q3
$463K Sell
2024
Q2
$455K Buy
2024
Q1
$476K Sell
2023
Q4
$401K Buy
2023
Q3
$362K Buy
2023
Q2
$331K Buy
2023
Q1
$286K Sell
2022
Q4
$579K Sell
2022
Q3
$516K Sell
2022
Q2
$534K Buy
2022
Q1
$389K Buy
2021
Q4
$223K Buy