Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$676K Buy
2025
Q1
$500K Sell
2024
Q4
$482K Sell
2024
Q3
$630K Buy
2024
Q2
$666K Buy
2024
Q1
$555K Sell
2023
Q4
$481K Buy
2023
Q3
$374K Buy
2023
Q2
$374K Buy
2023
Q1
Sell
2022
Q4
$297K Hold
2022
Q3
$238K Sell
2022
Q2
$266K Sell
2022
Q1
$307K Buy