Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2025
Q1
$227K Sell
2024
Q4
$471K Buy
2024
Q3
$502K Sell
2024
Q2
$498K Buy
2024
Q1
$545K Buy
2023
Q4
$466K Buy
2023
Q2
Sell
2023
Q1
$257K Sell
2022
Q4
$255K Buy
2022
Q3
$203K Sell
2022
Q2
$212K Buy
2022
Q1
$223K Buy