Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$467K Buy
2024
Q4
$278K Sell
2024
Q3
$265K Sell
2024
Q2
$622K Sell
2024
Q1
$1.16M Buy
2023
Q4
$903K Buy
2023
Q3
$288K Sell
2023
Q2
$561K Buy
2023
Q1
$549K Buy
2022
Q4
$233K Sell
2022
Q3
$261K Sell
2022
Q2
$637K Buy
2022
Q1
$464K Buy