Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$628K Sell
2025
Q1
$1.59M Sell
2024
Q4
$2.39M Buy
2024
Q3
$820K Buy
2024
Q2
$699K Sell
2024
Q1
$652K Buy
2023
Q4
$504K Buy
2023
Q3
$399K Sell
2023
Q2
$365K Sell
2023
Q1
$299K Sell
2022
Q4
$991K Buy
2022
Q3
Sell
2022
Q2
$804K Buy
2022
Q1
$323K Buy