Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
2025
Q1
Sell
2024
Q4
$157K Sell
2024
Q3
$339K Sell
2024
Q2
$409K Sell
2024
Q1
$398K Sell
2023
Q4
$397K Sell
2023
Q3
$414K Buy
2023
Q2
$325K Buy
2023
Q1
$245K Sell
2022
Q4
$274K Sell
2022
Q3
$231K Sell
2022
Q2
$261K Buy
2022
Q1
$260K Sell
2021
Q4
$325K Buy