Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$250K Sell
2024
Q4
$385K Sell
2024
Q3
$528K Sell
2024
Q2
$503K Sell
2024
Q1
$627K Buy
2023
Q3
$297K Sell
2023
Q2
$364K Sell
2023
Q1
$470K Buy
2022
Q4
Sell
2022
Q3
$433K Sell
2022
Q2
$499K Buy
2021
Q4
$375K Buy