Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$342K Sell
2024
Q4
$454K Sell
2024
Q3
$588K Sell
2024
Q2
$576K Sell
2024
Q1
$487K Buy
2023
Q4
$339K Sell
2023
Q3
$314K Sell
2023
Q2
$746K Sell
2023
Q1
$873K Sell
2022
Q4
$775K Buy