Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
2025
Q1
$437K Buy
2024
Q4
$360K Sell
2024
Q3
$451K Sell
2024
Q2
$444K Sell
2024
Q1
$407K Sell
2023
Q4
$538K Buy
2023
Q3
$493K Buy
2023
Q2
$376K Buy
2021
Q3
Sell
2021
Q2
$211K Buy
2021
Q1
Sell
2020
Q4
$249K Buy