Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
2025
Q1
$539K Sell
2024
Q4
$760K Buy
2024
Q3
$805K Buy
2024
Q2
$666K Sell
2024
Q1
$577K Sell
2023
Q4
$692K Sell
2023
Q3
$853K Buy
2023
Q2
$894K Buy
2023
Q1
$580K Buy