Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2025
Q1
$219K Sell
2024
Q4
$249K Sell
2024
Q3
$284K Buy
2024
Q2
$323K Sell
2024
Q1
$393K Sell
2023
Q4
$316K Sell
2023
Q3
$237K Sell
2023
Q2
$317K Sell
2023
Q1
$306K Buy
2022
Q4
$305K Sell
2022
Q3
$463K Buy
2022
Q2
$406K Buy
2022
Q1
$449K Buy
2021
Q4
$225K Sell
2021
Q3
$336K Buy