Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$257K Sell
2024
Q4
$225K Sell
2024
Q3
$263K Hold
2024
Q2
$288K Sell
2024
Q1
$285K Sell
2023
Q4
$299K Sell
2023
Q3
$301K Buy
2023
Q2
$277K Sell
2023
Q1
$272K Sell
2022
Q4
$409K Sell
2022
Q3
$417K Hold
2022
Q2
$438K Sell
2022
Q1
$502K Buy