Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$161K Buy
2024
Q4
$202K Buy
2024
Q3
$183K Sell
2024
Q2
$144K Buy
2024
Q1
$166K Sell
2023
Q4
$154K Sell
2023
Q3
$250K Buy
2023
Q2
$214K Sell
2023
Q1
$283K Buy
2022
Q4
$238K Sell
2022
Q3
$297K Buy
2022
Q2
$154K Sell
2022
Q1
$261K Sell
2021
Q4
$565K Buy