Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
2025
Q1
$396K Buy
2024
Q4
$246K Sell
2024
Q3
$616K Buy
2024
Q2
Sell
2024
Q1
$325K Sell
2023
Q4
$506K Buy
2023
Q3
$336K Buy
2023
Q2
$144K Sell
2023
Q1
$317K Sell
2022
Q4
$315K Buy
2022
Q3
$144K Buy