Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$371K Sell
2024
Q4
$702K Sell
2024
Q3
$1.06M Sell
2024
Q2
$1.31M Buy
2024
Q1
$1.32M Sell
2023
Q4
$1.19M Buy
2023
Q3
$1.03M Sell
2023
Q2
$1.08M Sell
2023
Q1
$1.1M Buy
2022
Q4
$766K Sell
2022
Q3
$910K Buy
2022
Q2
$1.3M Sell
2022
Q1
$1.64M Buy