Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
2025
Q1
$364K Sell
2024
Q4
$417K Sell
2024
Q3
$502K Sell
2024
Q2
$606K Buy
2024
Q1
$621K Buy
2023
Q4
$219K Sell
2023
Q3
$456K Sell
2023
Q2
$592K Buy
2023
Q1
$439K Sell
2022
Q4
$476K Buy