Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
2025
Q1
$298K Buy
2024
Q4
$358K Buy
2024
Q3
$350K Buy
2024
Q2
$323K Buy
2024
Q1
$574K Sell
2023
Q4
$2.04M Buy
2023
Q3
$1.3M Sell
2023
Q2
$1.28M Buy
2023
Q1
$1.1M Sell
2022
Q4
$909K Buy
2022
Q3
$881K Buy
2022
Q2
$1.25M Buy