Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
2025
Q1
$263K Sell
2024
Q4
$302K Sell
2024
Q3
$223K Sell
2024
Q2
$235K Sell
2024
Q1
$264K Sell
2023
Q4
$335K Sell
2023
Q3
$242K Sell
2023
Q2
$290K Sell
2023
Q1
$237K Sell
2022
Q4
$357K Sell
2022
Q3
$337K Sell
2022
Q2
$460K Sell
2022
Q1
$1.07M Buy
2021
Q4
$402K Sell
2021
Q3
$429K Sell
2021
Q2
$640K Buy
2021
Q1
$337K Buy