Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$116K Sell
2024
Q4
$300K Buy
2023
Q3
Sell
2023
Q2
$304K Sell
2023
Q1
$370K Buy
2022
Q4
$258K Sell
2022
Q3
$245K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$281K Sell
2021
Q3
$304K Buy
2021
Q2
$264K Buy
2021
Q1
$238K Sell
2020
Q4
$265K Buy
2020
Q3
$227K Buy