Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
2025
Q1
$311K Sell
2024
Q4
$276K Sell
2024
Q3
$465K Buy
2024
Q2
$217K Sell
2024
Q1
$381K Buy
2023
Q4
$437K Sell
2023
Q3
$370K Sell
2023
Q2
$667K Buy
2023
Q1
$464K Buy
2022
Q4
$181K Buy