Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$471K Sell
2024
Q4
$527K Sell
2024
Q3
$558K Buy
2024
Q2
$449K Sell
2024
Q1
$563K Buy
2023
Q4
$377K Buy
2023
Q3
$250K Buy
2023
Q2
Sell
2023
Q1
$233K Sell
2022
Q4
$311K Sell
2022
Q3
$255K Buy
2022
Q2
Sell
2022
Q1
$311K Sell
2021
Q4
$438K Sell
2021
Q3
$414K Sell
2021
Q2
$467K Buy
2021
Q1
$412K Buy