Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$515K Sell
2024
Q4
$868K Buy
2024
Q3
$482K Sell
2024
Q2
$403K Buy
2024
Q1
$270K Buy
2023
Q4
$132K Sell
2023
Q3
$250K Buy
2023
Q2
$185K Sell
2023
Q1
$188K Sell
2022
Q4
$211K Sell
2022
Q3
$186K Buy
2022
Q2
$149K Buy
2022
Q1
$111K Buy
2021
Q4
$109K Buy