Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
2025
Q1
$71.3K Sell
2024
Q4
$68.1K Sell
2024
Q3
$106K Buy
2024
Q2
$104K Sell
2024
Q1
$247K Buy
2023
Q4
$198K Sell
2023
Q3
$291K Sell
2023
Q2
$552K Sell
2023
Q1
$607K Buy
2022
Q4
$462K Sell
2022
Q3
$549K Buy
2022
Q2
$534K Sell
2022
Q1
$753K Buy
2021
Q4
$429K Buy