Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$412K Hold
2024
Q4
$494K Buy
2024
Q3
$670K Buy
2024
Q1
Sell
2023
Q4
$472K Sell
2023
Q3
$531K Sell
2023
Q2
$610K Sell
2023
Q1
$562K Sell
2022
Q4
$565K Buy
2022
Q3
$370K Sell
2022
Q2
$574K Buy
2022
Q1
$382K Buy