Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$114K Sell
2024
Q4
$204K Sell
2024
Q3
$357K Sell
2024
Q2
$419K Sell
2024
Q1
$432K Buy
2023
Q4
$320K Buy
2023
Q3
$283K Buy
2023
Q2
$268K Buy
2023
Q1
$258K Buy
2022
Q4
$251K Buy