Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$935K Sell
2025
Q1
$1.14M Buy
2024
Q4
$571K Sell
2024
Q3
$778K Buy
2024
Q2
$620K Buy
2024
Q1
$495K Sell
2023
Q4
$1.49M Buy
2023
Q3
$663K Sell
2023
Q2
$1.18M Sell
2023
Q1
$1.28M Buy
2022
Q4
$350K Buy
2022
Q3
$329K Sell
2022
Q2
$902K Sell
2022
Q1
$1.7M Buy