Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
2025
Q1
$521K Sell
2024
Q4
$849K Buy
2024
Q3
$547K Sell
2024
Q2
$560K Sell
2024
Q1
$722K Buy
2023
Q4
$487K Sell
2023
Q3
$519K Buy
2023
Q2
$505K Sell
2023
Q1
$573K Sell
2022
Q4
$487K Buy