Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
2025
Q1
$269K Buy
2024
Q4
$253K Buy
2024
Q2
Sell
2024
Q1
$503K Buy
2023
Q4
Sell
2023
Q3
$319K Sell
2023
Q2
$589K Buy
2023
Q1
$407K Buy
2022
Q4
$341K Buy