Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$262K Buy
2024
Q4
$215K Buy
2024
Q3
Sell
2024
Q2
$205K Sell
2024
Q1
$233K Sell
2023
Q4
$642K Buy
2023
Q3
$88.3K Buy
2023
Q2
Sell
2023
Q1
$330K Sell
2022
Q4
$618K Buy
2022
Q3
$537K Buy
2022
Q1
Sell
2021
Q4
$266K Buy