Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
2025
Q1
$319K Buy
2024
Q4
$274K Buy
2024
Q3
$234K Buy
2024
Q2
$202K Buy
2024
Q1
$214K Buy
2023
Q4
$163K Sell
2023
Q3
$136K Buy
2023
Q2
$134K Buy
2023
Q1
$121K Sell
2022
Q4
$98K Sell
2022
Q3
$122K Sell
2022
Q2
$123K Sell
2022
Q1
$256K Sell
2021
Q4
$329K Buy