Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
2025
Q1
$200K Sell
2024
Q4
$419K Buy
2024
Q3
$135K Buy
2024
Q2
$65.2K Sell
2024
Q1
$105K Buy
2023
Q4
Sell
2023
Q3
$88.3K Buy
2023
Q1
Sell
2022
Q4
$426K Buy
2022
Q3
$181K Buy
2022
Q2
$117K Buy
2022
Q1
Sell
2021
Q4
$68K Buy