Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
2025
Q1
$390K Sell
2024
Q4
$410K Sell
2024
Q3
$500K Sell
2024
Q2
$506K Buy
2024
Q1
$398K Buy
2023
Q3
Sell
2023
Q2
$438K Buy
2023
Q1
$300K Buy
2022
Q4
$293K Buy