Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$167K Sell
2025
Q1
$561K Buy
2024
Q4
Sell
2024
Q3
$421K Buy
2023
Q4
Sell
2023
Q3
$138K Sell
2023
Q2
$201K Buy
2022
Q4
Sell
2022
Q3
$423K Buy
2021
Q4
Sell
2021
Q3
$351K Buy