Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$28.5K Buy
2024
Q3
Sell
2024
Q2
$329K Sell
2024
Q1
$360K Buy
2023
Q4
$330K Buy
2023
Q2
Sell
2023
Q1
$343K Sell
2022
Q4
$674K Buy
2022
Q3
$329K Buy
2022
Q2
$245K Buy
2022
Q1
$258K Buy
2021
Q4
$340K Buy
2021
Q3
$492K Buy
2021
Q2
$256K Sell
2021
Q1
$201K Buy