Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$319K Sell
2024
Q4
$302K Buy
2024
Q3
$239K Sell
2024
Q2
$287K Buy
2024
Q1
$225K Buy
2023
Q4
$197K Buy
2023
Q3
$219K Buy
2023
Q2
$170K Buy
2023
Q1
$136K Sell
2022
Q4
$152K Buy
2022
Q3
$147K Sell
2022
Q2
$129K Buy
2022
Q1
$13K Sell
2021
Q4
$17K Hold
2021
Q3
$20K Buy
2021
Q2
$2K Sell
2021
Q1
$20K Buy