Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
2025
Q1
$415K Buy
2024
Q4
$359K Buy
2024
Q3
$354K Sell
2024
Q2
$330K Buy
2024
Q1
$312K Sell
2023
Q4
$318K Sell
2023
Q3
$319K Sell
2023
Q2
$372K Buy
2023
Q1
$394K Sell
2022
Q4
$393K Sell
2022
Q3
$356K Buy
2022
Q2
$423K Buy