Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2025
Q1
$291K Sell
2024
Q4
$320K Sell
2024
Q3
$383K Buy
2024
Q2
$361K Sell
2024
Q1
$413K Sell
2023
Q4
$435K Sell
2023
Q3
$502K Sell
2023
Q2
$555K Sell
2023
Q1
$653K Buy
2022
Q4
$770K Buy