Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
2025
Q1
$279K Sell
2024
Q4
$333K Sell
2024
Q3
$390K Sell
2024
Q2
$312K Sell
2024
Q1
$444K Buy
2023
Q4
$372K Sell
2023
Q3
$344K Hold
2023
Q2
$370K Sell
2023
Q1
$328K Sell
2022
Q4
$410K Buy