Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2025
Q1
$329K Buy
2024
Q4
$274K Sell
2024
Q3
$345K Hold
2024
Q2
$334K Sell
2024
Q1
$306K Sell
2023
Q4
$311K Buy
2023
Q3
$288K Buy
2023
Q2
$237K Sell
2023
Q1
$261K Buy
2022
Q4
$270K Buy