Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
2025
Q1
$444K Buy
2024
Q4
Sell
2024
Q3
$445K Sell
2024
Q2
$493K Sell
2024
Q1
$602K Hold
2023
Q4
$501K Sell
2023
Q3
$400K Sell
2023
Q2
$516K Sell
2023
Q1
$434K Hold
2022
Q4
$410K Sell
2022
Q3
$401K Buy
2022
Q2
Sell
2022
Q1
$917K Buy