Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
2025
Q1
$252K Sell
2024
Q4
$256K Sell
2024
Q3
$358K Sell
2024
Q2
$1.35M Buy
2024
Q1
$314K Buy
2023
Q4
$271K Sell
2023
Q3
$262K Sell
2023
Q2
$603K Buy
2023
Q1
$616K Buy
2022
Q4
$487K Buy
2022
Q3
$361K Sell
2022
Q2
$430K Sell
2022
Q1
$661K Buy
2021
Q4
$137K Sell
2021
Q3
$369K Buy
2021
Q2
$456K Buy
2021
Q1
$268K Buy