Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
2025
Q1
$210K Sell
2024
Q4
$419K Sell
2024
Q3
$459K Buy
2024
Q2
$424K Buy
2024
Q1
$337K Sell
2023
Q4
$365K Buy
2023
Q3
$7K Buy
2022
Q4
Sell
2022
Q3
$39K Sell
2022
Q2
$118K Buy