Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
2025
Q1
$247K Sell
2024
Q4
$243K Sell
2024
Q3
$387K Buy
2024
Q2
$408K Sell
2024
Q1
$365K Sell
2023
Q4
$306K Sell
2023
Q3
$251K Sell
2023
Q2
$317K Buy
2022
Q4
$253K Sell
2022
Q3
$205K Buy
2022
Q2
$210K Buy
2022
Q1
$221K Sell
2021
Q4
$260K Sell
2021
Q3
$203K Sell
2021
Q2
$203K Sell
2021
Q1
$219K Buy