Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Buy
2025
Q1
$325K Sell
2024
Q4
$315K Sell
2024
Q3
$287K Sell
2024
Q2
$319K Buy
2024
Q1
$334K Hold
2023
Q4
$363K Sell
2023
Q3
$398K Sell
2023
Q2
$506K Buy
2023
Q1
$366K Buy
2022
Q4
$332K Buy