Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
2025
Q1
$262K Sell
2024
Q4
$277K Buy
2024
Q3
$307K Sell
2024
Q2
$302K Sell
2024
Q1
$330K Buy
2023
Q4
$308K Buy
2023
Q3
$273K Hold
2023
Q2
$298K Hold
2023
Q1
$294K Buy
2022
Q4
$277K Hold
2022
Q3
$251K Buy
2022
Q2
$235K Buy
2022
Q1
$234K Hold
2021
Q4
$243K Buy