Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$195K Sell
2024
Q4
$394K Buy
2024
Q3
Sell
2024
Q2
$268K Sell
2024
Q1
$932K Buy
2023
Q4
$312K Buy
2023
Q1
Sell
2022
Q4
$548K Buy
2022
Q3
Sell
2022
Q2
$300K Sell
2022
Q1
$303K Buy
2021
Q4
$246K Buy