Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
2025
Q1
$225K Sell
2024
Q4
$284K Buy
2024
Q3
$467K Buy
2024
Q2
$530K Sell
2024
Q1
$500K Buy
2023
Q4
$425K Sell
2023
Q3
$360K Sell
2023
Q2
$351K Sell
2023
Q1
$417K Sell
2022
Q4
$406K Buy