Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2025
Q1
$480K Sell
2024
Q4
$492K Sell
2024
Q3
$521K Sell
2024
Q2
$622K Buy
2024
Q1
$533K Sell
2023
Q4
$533K Buy
2023
Q3
$500K Sell
2023
Q2
$478K Sell
2023
Q1
$514K Buy
2022
Q4
$488K Buy
2022
Q3
$276K Hold
2022
Q2
$276K Buy