Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$159K Sell
2024
Q4
$260K Sell
2024
Q3
$253K Buy
2024
Q2
Sell
2024
Q1
$562K Buy
2023
Q4
$499K Buy
2023
Q2
Sell
2023
Q1
$133K Buy
2022
Q2
Sell
2022
Q1
$117K Buy