Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Sell
2025
Q1
$565K Sell
2024
Q4
$606K Sell
2024
Q3
$541K Sell
2024
Q2
$482K Hold
2024
Q1
$564K Sell
2023
Q4
$448K Sell
2023
Q3
$365K Sell
2023
Q2
$350K Sell
2023
Q1
$314K Sell
2022
Q4
$260K Sell
2022
Q3
$204K Hold
2022
Q2
$268K Buy