Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
2025
Q1
$348K Sell
2024
Q4
$707K Sell
2024
Q3
$646K Buy
2024
Q2
$195K Sell
2024
Q1
$497K Sell
2023
Q4
$751K Buy
2023
Q3
$418K Buy
2023
Q2
$280K Sell
2023
Q1
$236K Sell
2022
Q4
$1.52M Buy