Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
2025
Q1
$310K Buy
2024
Q4
$51.4K Sell
2024
Q3
$161K Sell
2024
Q2
$243K Buy
2024
Q1
$30.2K Sell
2023
Q4
$74.9K Buy
2023
Q3
$17.4K Sell
2023
Q2
$78.9K Buy
2023
Q1
$25.9K Sell
2022
Q4
$55.8K Buy