Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
2025
Q1
$376K Sell
2024
Q4
$354K Sell
2024
Q3
$493K Buy
2024
Q2
$408K Hold
2024
Q1
$438K Sell
2023
Q4
$369K Sell
2023
Q3
$315K Hold
2023
Q2
$352K Buy
2023
Q1
$293K Sell
2022
Q4
$267K Hold
2022
Q3
$247K Buy