Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
2025
Q1
$434K Buy
2024
Q4
$354K Buy
2024
Q3
$286K Buy
2024
Q2
$215K Buy
2024
Q1
$118K Buy
2023
Q4
$238K Sell
2023
Q3
$250K Buy
2023
Q2
$168K Buy
2022
Q4
Sell
2022
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$273K Buy
2021
Q4
$336K Buy