Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2025
Q1
$246K Sell
2024
Q4
$237K Buy
2024
Q3
$162K Sell
2024
Q2
$571K Sell
2024
Q1
$890K Buy
2023
Q4
$760K Buy
2023
Q3
$440K Buy
2023
Q2
Sell
2023
Q1
$239K Sell
2022
Q4
$1.63M Buy
2022
Q3
$1.17M Sell
2022
Q2
$2.44M Buy
2022
Q1
$2.01M Buy