Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
2025
Q1
$332K Buy
2024
Q4
$311K Sell
2024
Q3
$285K Sell
2024
Q2
$352K Sell
2024
Q1
$298K Buy
2023
Q4
$400K Buy
2023
Q3
$347K Buy
2023
Q2
$81.2K Hold
2023
Q1
$75.4K Sell
2022
Q4
$58.1K Buy