Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
2025
Q1
$420K Sell
2024
Q4
$439K Sell
2024
Q3
$413K Sell
2024
Q2
$436K Sell
2024
Q1
$497K Sell
2023
Q4
$541K Buy
2023
Q3
$542K Buy
2023
Q2
$433K Sell
2023
Q1
$737K Sell
2022
Q4
$957K Buy