Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$298K Sell
2024
Q4
$236K Sell
2024
Q3
$591K Sell
2024
Q2
$1.07M Buy
2024
Q1
$685K Buy
2023
Q4
$505K Buy
2023
Q3
$201K Buy
2023
Q2
Sell
2023
Q1
$267K Sell
2022
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$288K Buy
2022
Q1
$295K Buy