Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
2025
Q1
$475K Sell
2024
Q4
$878K Buy
2024
Q3
$631K Sell
2024
Q2
$5.18M Buy
2024
Q1
$4.91M Buy
2023
Q4
Sell
2023
Q3
$236K Buy
2023
Q2
Sell
2023
Q1
$1.75M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.58M Buy
2021
Q4
Sell
2021
Q3
$1.2M Buy