Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
2025
Q1
$418K Sell
2024
Q4
$386K Buy
2024
Q3
$396K Sell
2024
Q2
$388K Sell
2024
Q1
$371K Buy
2023
Q4
$335K Buy
2023
Q3
$279K Sell
2023
Q2
$287K Sell
2023
Q1
$306K Buy
2022
Q4
$251K Sell
2022
Q3
$225K Buy
2022
Q2
$226K Sell
2022
Q1
$282K Buy
2021
Q4
$283K Sell
2021
Q3
$253K Buy