Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$560K Buy
2024
Q4
$461K Buy
2024
Q3
Sell
2024
Q2
$300K Buy
2024
Q1
Sell
2023
Q4
$196K Buy
2022
Q3
Sell
2022
Q2
$364K Buy
2022
Q1
Sell
2021
Q4
$245K Buy