Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
2025
Q1
$396K Sell
2024
Q4
$362K Sell
2024
Q3
$398K Buy
2024
Q2
$436K Buy
2024
Q1
$321K Sell
2023
Q4
$325K Buy
2023
Q3
$264K Sell
2023
Q2
$250K Sell
2023
Q1
$245K Sell
2022
Q4
$277K Sell
2022
Q3
$244K Buy
2022
Q2
$237K Buy
2022
Q1
$227K Buy