Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
2025
Q1
$980K Sell
2024
Q4
$1.33M Sell
2024
Q3
$946K Sell
2024
Q2
$1.32M Buy
2024
Q1
$1.14M Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.46M Buy
2023
Q2
$916K Buy
2023
Q1
$204K Sell
2022
Q4
$179K Buy