Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$259K Sell
2024
Q4
$348K Sell
2024
Q3
$324K Sell
2024
Q2
$244K Buy
2024
Q1
$274K Sell
2023
Q4
$260K Buy
2023
Q3
Sell
2023
Q2
$210K Sell
2023
Q1
$318K Buy
2022
Q4
Sell
2022
Q3
$231K Buy
2022
Q2
Sell
2022
Q1
$584K Buy
2021
Q1
$746K Buy
2020
Q4
$310K Buy