Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
2025
Q1
$285K Sell
2024
Q4
$376K Sell
2024
Q3
$321K Buy
2024
Q2
$264K Sell
2024
Q1
$270K Sell
2023
Q4
$327K Sell
2023
Q3
$1.27M Buy
2023
Q2
$1.37M Buy
2022
Q2
Sell
2022
Q1
$6K Buy