Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$271K Sell
2024
Q3
$320K Sell
2024
Q2
$305K Sell
2024
Q1
$314K Buy
2023
Q4
$268K Buy
2023
Q3
$224K Sell
2023
Q2
$243K Sell
2023
Q1
$237K Buy
2022
Q4
$226K Buy
2022
Q2
Sell
2022
Q1
$213K Buy
2021
Q4
$272K Sell
2021
Q3
$291K Buy
2021
Q2
$254K Buy