Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2025
Q1
$360K Sell
2024
Q4
$532K Sell
2024
Q3
$537K Sell
2024
Q2
$650K Sell
2024
Q1
$507K Sell
2023
Q4
$407K Sell
2023
Q3
$666K Hold
2023
Q2
$738K Buy
2022
Q4
Sell
2022
Q3
$155K Buy
2022
Q2
Sell
2022
Q1
$303K Buy