Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
2025
Q1
$298K Sell
2024
Q4
$385K Buy
2024
Q3
$438K Sell
2024
Q2
$504K Sell
2024
Q1
$456K Buy
2023
Q4
$447K Sell
2023
Q3
$237K Buy
2023
Q2
$262K Buy
2023
Q1
$136K Sell
2022
Q4
$183K Buy
2022
Q3
$119K Sell
2022
Q2
$229K Sell
2022
Q1
$476K Buy