Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2025
Q1
$555K Buy
2024
Q2
Sell
2024
Q1
$751K Buy
2023
Q3
Sell
2023
Q2
$328K Buy
2022
Q3
Sell
2022
Q2
$481K Buy