Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2025
Q1
$227K Sell
2024
Q4
$311K Buy
2024
Q3
$338K Sell
2024
Q2
$277K Sell
2024
Q1
$478K Sell
2023
Q4
$524K Buy
2023
Q3
$751K Buy
2022
Q4
$849K Sell
2022
Q3
$922K Buy
2022
Q2
$793K Buy
2022
Q1
$640K Buy