Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$158K Sell
2025
Q1
$203K Sell
2024
Q4
$272K Sell
2024
Q3
$298K Buy
2024
Q2
$312K Sell
2024
Q1
$444K Sell
2023
Q4
$497K Buy
2023
Q3
$475K Buy
2023
Q2
$312K Sell
2023
Q1
$218K Sell
2022
Q4
$179K Buy
2022
Q3
$336K Buy