Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
2025
Q1
$198K Sell
2024
Q4
$305K Buy
2024
Q3
$458K Buy
2024
Q2
$393K Buy
2024
Q1
$386K Sell
2023
Q4
$417K Sell
2023
Q3
$371K Buy
2023
Q2
$417K Sell
2023
Q1
$500K Buy
2022
Q4
$399K Buy
2022
Q3
$222K Sell
2022
Q2
$208K Sell
2022
Q1
$272K Buy