Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$132K Sell
2024
Q4
$272K Sell
2024
Q3
$1.34M Sell
2024
Q2
$811K Buy
2024
Q1
$808K Buy
2023
Q4
$1.03M Buy
2023
Q3
$945K Buy
2023
Q2
$945K Buy
2023
Q1
$1.37M Buy
2022
Q4
$680K Buy
2022
Q3
$996K Buy
2022
Q2
$490K Buy
2022
Q1
$570K Buy