Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$162K Sell
2024
Q4
$204K Buy
2023
Q4
Sell
2023
Q3
$208K Buy
2023
Q2
$206K Buy
2023
Q1
$236K Sell
2022
Q4
$319K Sell
2022
Q3
$289K Buy
2022
Q2
$281K Buy
2022
Q1
$322K Sell
2021
Q4
$499K Buy
2021
Q3
$494K Buy
2021
Q2
$404K Buy
2021
Q1
Sell
2020
Q4
$245K Buy