Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
2025
Q1
$99.3K Sell
2024
Q4
$205K Buy
2024
Q3
$111K Buy
2024
Q2
$67.8K Sell
2024
Q1
$116K Buy
2023
Q4
$84.9K Buy
2023
Q3
$39.8K Sell
2023
Q2
$79K Buy
2023
Q1
$88.5K Sell
2022
Q4
$106K Buy
2022
Q3
$98K Sell
2022
Q2
$85K Buy