Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$501K Sell
2024
Q4
$482K Sell
2024
Q3
$518K Buy
2024
Q2
$480K Sell
2024
Q1
$526K Sell
2023
Q4
$523K Hold
2023
Q3
$512K Buy
2023
Q2
$421K Hold
2023
Q1
$401K Sell
2022
Q4
$465K Buy