Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$156K Sell
2025
Q1
$104K Sell
2024
Q4
$103K Sell
2024
Q3
$216K Sell
2024
Q2
$193K Sell
2024
Q1
$255K Sell
2023
Q4
$288K Sell
2023
Q3
$356K Sell
2023
Q2
$278K Sell
2023
Q1
$213K Sell
2022
Q4
$318 Sell
2022
Q3
$366K Buy
2022
Q2
$684K Sell
2022
Q1
$767K Buy
2021
Q4
$1.11M Sell
2021
Q3
$1.69M Buy
2021
Q2
$2.06M Buy