Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
2025
Q1
$355K Sell
2024
Q4
$464K Sell
2024
Q3
$298K Sell
2024
Q2
$319K Sell
2024
Q1
$359K Buy
2023
Q4
$283K Sell
2023
Q3
$357K Sell
2023
Q2
$443K Sell
2023
Q1
$413K Buy
2022
Q4
$336K Buy