Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
2025
Q1
$444K Sell
2024
Q4
$723K Buy
2024
Q3
$23.7K Sell
2024
Q2
$108K Buy
2024
Q1
$103K Buy
2023
Q4
$14.6K Buy
2023
Q2
Sell
2023
Q1
$4.47K Sell
2022
Q4
$26.7K Buy