Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2025
Q1
$394K Buy
2024
Q4
Sell
2024
Q3
$519K Sell
2024
Q2
$439K Buy
2024
Q1
$458K Buy
2023
Q4
$252K Buy
2023
Q3
Sell
2023
Q2
$492K Sell
2023
Q1
$524K Buy
2022
Q4
$323K Sell
2022
Q3
$398K Sell
2022
Q2
$472K Sell
2022
Q1
$619K Buy
2021
Q4
Sell
2021
Q3
$418K Buy
2021
Q2
$557K Buy
2021
Q1
$485K Buy