Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$411K Buy
2024
Q4
$526K Sell
2024
Q3
$600K Sell
2024
Q2
$656K Buy
2024
Q1
$778K Sell
2023
Q4
$606K Buy
2023
Q3
$550K Buy
2023
Q2
$374K Sell
2023
Q1
$330K Sell
2022
Q4
$356K Buy