Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$232K Sell
2024
Q4
$510K Sell
2024
Q3
$408K Sell
2024
Q2
$422K Buy
2024
Q1
$531K Sell
2023
Q4
$517K Sell
2023
Q3
$722K Sell
2023
Q2
$714K Sell
2023
Q1
$684K Sell
2022
Q4
$578K Buy