Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
2025
Q1
$355K Sell
2024
Q4
$449K Sell
2024
Q3
$508K Buy
2024
Q2
$438K Sell
2024
Q1
$570K Sell
2023
Q4
$511K Buy
2023
Q3
$422K Buy
2023
Q2
$379K Buy
2023
Q1
$445K Sell
2022
Q4
$455K Sell
2022
Q3
$422K Buy
2022
Q2
$443K Buy
2022
Q1
$298K Buy