Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
2025
Q1
$256K Sell
2024
Q4
$353K Sell
2024
Q3
$607K Sell
2024
Q2
$981K Sell
2024
Q1
$1.23M Buy
2023
Q4
$834K Sell
2023
Q3
$795K Buy
2023
Q2
$641K Buy
2023
Q1
$488K Buy