Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
2025
Q1
$296K Sell
2024
Q4
$475K Buy
2024
Q3
$341K Buy
2024
Q2
$89K Sell
2024
Q1
$325K Sell
2023
Q4
$369K Buy
2023
Q3
$205K Buy
2023
Q2
$125K Buy
2023
Q1
Sell
2022
Q4
$33.6K Sell
2022
Q3
$253K Buy
2022
Q2
$33K Sell
2022
Q1
$93K Buy
2021
Q4
$71K Sell
2021
Q3
$61K Buy
2021
Q2
$62K Buy