Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$149K Sell
2025
Q1
$222K Buy
2024
Q4
$174K Buy
2024
Q3
$197K Buy
2024
Q2
$139K Buy
2024
Q1
$151K Sell
2023
Q4
$160K Buy
2023
Q3
$119K Buy
2023
Q2
$85.6K Buy
2023
Q1
$64K Sell
2022
Q4
$61.3K Buy
2022
Q3
$51K Sell
2022
Q2
$56K Sell
2022
Q1
$72K Sell
2021
Q4
$79K Buy
2021
Q3
$67K Sell
2021
Q2
$85K Buy