Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
2024
Q2
Sell
2024
Q1
$146K Sell
2023
Q4
$154K Sell
2023
Q3
$163K Sell
2023
Q2
$210K Sell
2023
Q1
$198K Sell
2022
Q4
$231K Buy
2022
Q3
Sell
2022
Q2
$206K Sell
2022
Q1
$321K Buy
2021
Q4
$356K Buy
2021
Q3
$233K Buy