Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2025
Q1
$324K Sell
2024
Q4
$617K Buy
2024
Q3
$351K Sell
2024
Q2
$295K Sell
2024
Q1
$628K Buy
2023
Q4
$264K Sell
2023
Q3
$205K Buy
2023
Q2
$226K Buy
2023
Q1
$164K Buy
2022
Q4
$101K Sell
2022
Q3
$177K Buy
2022
Q2
$170K Buy
2022
Q1
$120K Buy
2021
Q4
$155K Buy
2021
Q3
$96K Buy
2021
Q2
$70K Buy