Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
2025
Q1
$629K Buy
2024
Q3
Sell
2024
Q2
$612K Sell
2024
Q1
$1.16M Hold
2023
Q4
$1.32M Buy
2023
Q3
$765K Buy
2023
Q2
$661K Buy
2023
Q1
$578K Buy
2022
Q4
$376K Buy
2022
Q3
Sell
2022
Q2
$206K Buy