Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2025
Q1
$423K Sell
2024
Q4
$609K Sell
2024
Q3
$955K Buy
2023
Q4
Sell
2023
Q3
$264K Buy
2023
Q2
Sell
2023
Q1
$393K Buy
2022
Q4
Sell
2022
Q3
$453K Buy
2022
Q2
$396K Buy