Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$413K Buy
2024
Q4
$389K Sell
2024
Q3
$382K Sell
2024
Q2
$482K Sell
2024
Q1
$525K Sell
2023
Q4
$443K Buy
2023
Q3
$436K Sell
2023
Q2
$413K Buy
2023
Q1
$392K Sell
2022
Q4
$369K Buy
2022
Q3
$303K Buy
2022
Q2
$231K Buy
2022
Q1
$352K Sell
2021
Q4
$413K Buy
2021
Q3
$257K Buy