Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
2025
Q1
$262K Sell
2024
Q4
$266K Sell
2024
Q3
$337K Sell
2024
Q2
$406K Sell
2024
Q1
$439K Sell
2023
Q4
$411K Sell
2023
Q3
$540K Buy
2023
Q2
$619K Sell
2023
Q1
$583K Sell
2022
Q4
$548K Sell
2022
Q3
$581K Buy
2022
Q2
$572K Sell
2022
Q1
$914K Buy
2021
Q4
$669K Buy