Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
2025
Q1
$381K Buy
2024
Q4
$308K Hold
2024
Q3
$324K Buy
2024
Q2
$355K Sell
2024
Q1
$672K Buy
2023
Q4
$645K Sell
2023
Q3
$789K Sell
2023
Q2
$743K Sell
2023
Q1
$950K Buy
2022
Q4
$618K Sell
2022
Q3
$592K Buy
2022
Q2
$351K Buy
2022
Q1
$331K Buy