Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$491K Sell
2024
Q4
$607K Buy
2024
Q3
$355K Sell
2024
Q2
$416K Buy
2024
Q1
$462K Sell
2023
Q4
$419K Sell
2023
Q3
$416K Sell
2023
Q2
$336K Sell
2023
Q1
$255K Hold
2022
Q4
$266K Sell
2022
Q3
$734K Sell
2022
Q2
$850K Buy