Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
2025
Q1
$270K Buy
2024
Q4
$227K Sell
2024
Q3
$294K Sell
2024
Q2
$283K Sell
2024
Q1
$337K Sell
2023
Q4
$336K Buy
2023
Q3
$279K Buy
2023
Q2
$275K Buy
2023
Q1
$253K Sell
2022
Q4
$264K Sell
2022
Q3
$322K Buy
2022
Q2
$351K Buy
2022
Q1
$278K Buy
2021
Q4
$229K Buy
2021
Q3
Sell
2021
Q2
$207K Buy