Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$254K Sell
2024
Q4
$474K Buy
2024
Q3
$472K Sell
2024
Q2
$372K Sell
2024
Q1
$650K Sell
2023
Q4
$1.19M Sell
2023
Q3
$1.12M Buy
2023
Q2
$1.55M Buy
2023
Q1
$985K Sell
2022
Q4
$1.01M Buy
2022
Q3
$834K Buy
2022
Q2
$958K Buy