Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$268K Buy
2024
Q3
Sell
2024
Q2
$409K Buy
2023
Q2
Sell
2023
Q1
$650K Buy
2022
Q4
$573K Sell
2022
Q3
$968K Sell
2022
Q2
$999K Buy