Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$201K Sell
2024
Q4
$365K Buy
2024
Q2
Sell
2024
Q1
$104K Buy
2023
Q4
$89.3K Sell
2023
Q3
$91.9K Sell
2023
Q2
$114K Buy
2023
Q1
$98.2K Buy
2022
Q4
Sell
2022
Q3
$89K Buy
2022
Q2
$43K Buy
2022
Q1
Sell
2021
Q4
$72K Sell
2021
Q3
$123K Buy
2021
Q2
$120K Buy