Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$184K Sell
2024
Q4
$237K Buy
2024
Q2
Sell
2024
Q1
$394K Sell
2023
Q4
$358K Buy
2023
Q3
$217K Sell
2023
Q2
$279K Sell
2023
Q1
$272K Sell
2022
Q4
$247K Sell
2022
Q3
$200K Buy
2021
Q2
Sell
2021
Q1
$532K Buy
2020
Q4
$393K Buy