Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
2025
Q1
$374K Sell
2024
Q4
$460K Sell
2024
Q3
$567K Buy
2024
Q2
$425K Buy
2024
Q1
$235K Sell
2023
Q4
$292K Sell
2023
Q3
$282K Sell
2023
Q2
$333K Buy
2023
Q1
$243K Sell
2022
Q4
$228K Buy