Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
2025
Q1
$351K Sell
2024
Q4
$288K Sell
2024
Q3
$312K Sell
2024
Q2
$303K Sell
2024
Q1
$315K Sell
2023
Q4
$337K Sell
2023
Q3
$326K Sell
2023
Q2
$387K Sell
2023
Q1
$475K Buy
2022
Q4
$450K Sell
2022
Q3
$394K Buy
2022
Q2
$511K Sell
2022
Q1
$586K Buy
2021
Q4
$586K Buy