Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
2024
Q3
Sell
2024
Q2
$447K Buy
2024
Q1
$423K Sell
2023
Q4
$422K Sell
2023
Q3
$912K Sell
2023
Q2
$1.01M Buy
2023
Q1
$272K Sell
2022
Q4
$775K Buy
2022
Q3
$506K Buy