Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Sell
2024
Q4
$480K Buy
2024
Q3
$399K Sell
2024
Q2
$497K Buy
2024
Q1
$602K Buy
2023
Q4
$463K Sell
2023
Q3
$301K Sell
2023
Q2
$398K Buy
2023
Q1
$350K Sell
2022
Q4
$515K Buy