Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
2025
Q1
$326K Sell
2024
Q4
$590K Sell
2024
Q3
$750K Buy
2024
Q2
$718K Sell
2024
Q1
$781K Buy
2023
Q4
$618K Sell
2023
Q3
$466K Buy
2023
Q1
$353K Sell
2022
Q4
$337K Buy