Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Sell
2025
Q1
$472K Sell
2024
Q4
$445K Buy
2024
Q3
$375K Sell
2024
Q2
$396K Sell
2024
Q1
$413K Buy
2023
Q4
$304K Buy
2023
Q3
$261K Buy
2023
Q2
$284K Buy
2023
Q1
Sell
2022
Q4
$200K Buy
2022
Q3
Sell
2022
Q2
$222K Sell
2022
Q1
$261K Buy
2021
Q4
$216K Buy