Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
2025
Q1
$381K Sell
2024
Q4
$388K Sell
2024
Q3
$646K Sell
2024
Q2
$654K Sell
2024
Q1
$751K Buy
2023
Q4
$772K Sell
2023
Q3
$738K Buy
2023
Q2
$747K Buy
2023
Q1
$760K Buy
2022
Q4
$811K Buy