Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
2025
Q1
$380K Sell
2024
Q4
$478K Buy
2024
Q2
Sell
2024
Q1
$259K Buy
2022
Q2
Sell
2022
Q1
$225K Sell
2021
Q4
$398K Buy
2021
Q3
$605K Buy