Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$737K Buy
2024
Q4
$386K Buy
2024
Q3
$175K Sell
2024
Q2
$270K Sell
2024
Q1
$269K Buy
2023
Q4
$196K Buy
2023
Q2
Sell
2023
Q1
$203K Buy
2021
Q4
Sell
2021
Q3
$13K Buy
2021
Q2
$1K Sell
2021
Q1
$22K Buy