Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
2025
Q1
$428K Sell
2024
Q4
$467K Sell
2024
Q3
$613K Buy
2024
Q2
$447K Sell
2024
Q1
$496K Sell
2023
Q4
$591K Sell
2023
Q3
$560K Buy
2023
Q2
$510K Sell
2023
Q1
$698K Sell
2022
Q4
$855K Buy