Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
2025
Q1
$300K Buy
2024
Q4
$500K Buy
2024
Q3
$427K Buy
2024
Q2
$395K Buy
2024
Q1
$305K Sell
2023
Q4
$229K Buy
2023
Q2
Sell
2023
Q1
$274K Sell
2022
Q4
$219K Buy
2022
Q2
Sell
2022
Q1
$478K Buy
2021
Q4
$442K Buy
2021
Q3
$654K Sell
2021
Q2
$837K Buy