Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
2025
Q1
$530K Buy
2024
Q4
$412K Buy
2024
Q3
$212K Sell
2024
Q2
$390K Sell
2024
Q1
$417K Hold
2023
Q4
$333K Hold
2023
Q3
$249K Sell
2023
Q2
$543K Sell
2023
Q1
$400K Sell
2022
Q4
$328K Buy
2022
Q3
$344K Buy