Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
2025
Q1
$282K Buy
2024
Q4
Sell
2024
Q3
$379K Buy
2024
Q2
$364K Buy
2024
Q1
$406K Sell
2023
Q4
$419K Sell
2023
Q3
$433K Buy
2023
Q2
$350K Buy
2023
Q1
$357K Sell
2022
Q4
$366K Hold
2022
Q3
$320K Buy
2022
Q2
$293K Sell
2022
Q1
$678K Buy