Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$229K Sell
2024
Q4
$377K Sell
2024
Q3
$370K Buy
2024
Q2
$348K Sell
2024
Q1
$510K Sell
2023
Q4
$465K Buy
2023
Q3
$277K Sell
2023
Q2
$405K Sell
2023
Q1
$431K Sell
2022
Q4
$390K Sell
2022
Q3
$286K Buy
2022
Q2
$348K Buy
2022
Q1
$316K Buy
2021
Q4
$47K Buy