Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
2025
Q1
$319K Sell
2024
Q4
$422K Sell
2024
Q3
$431K Sell
2024
Q2
$464K Sell
2024
Q1
$573K Sell
2023
Q4
$654K Buy
2023
Q3
$453K Buy
2023
Q2
$382K Buy
2023
Q1
$236K Buy
2022
Q4
$220K Hold
2022
Q3
$219K Buy
2022
Q2
$210K Buy
2022
Q1
$239K Buy