Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
2025
Q1
$348K Sell
2024
Q4
$374K Sell
2024
Q3
$371K Buy
2024
Q2
$310K Sell
2024
Q1
$287K Sell
2023
Q4
$253K Hold
2023
Q3
$260K Sell
2023
Q2
$249K Buy
2023
Q1
$243K Buy
2022
Q4
$227K Buy
2022
Q3
$205K Buy