Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90K Sell
2025
Q1
$126K Buy
2024
Q4
$113K Sell
2024
Q3
$188K Sell
2024
Q2
$231K Sell
2024
Q1
$296K Buy
2023
Q4
$295K Sell
2023
Q3
$275K Sell
2023
Q2
$345K Buy
2022
Q4
$579K Sell
2022
Q3
$474K Sell
2022
Q2
$413K Buy