Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
2025
Q1
$323K Sell
2024
Q4
$404K Buy
2024
Q3
$302K Sell
2024
Q2
$309K Sell
2024
Q1
$262K Sell
2023
Q4
$301K Sell
2023
Q3
$493K Sell
2023
Q2
$639K Buy
2022
Q4
$493K Buy
2022
Q3
$299K Buy
2022
Q2
$256K Buy