Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
2025
Q1
$434K Sell
2024
Q4
$410K Sell
2024
Q3
$431K Buy
2024
Q2
$283K Buy
2024
Q1
$289K Buy
2023
Q4
$203K Sell
2023
Q3
$934K Sell
2023
Q2
$892K Buy
2023
Q1
$951K Sell
2022
Q4
$1.05M Buy