Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$407K Sell
2024
Q4
$667K Buy
2024
Q3
$497K Buy
2024
Q2
Sell
2024
Q1
$225K Buy
2023
Q4
Sell
2023
Q3
$148K Sell
2023
Q2
$307K Buy
2023
Q1
$173K Buy
2022
Q4
Sell
2022
Q3
$180K Buy
2021
Q4
Sell
2021
Q3
$245K Buy