Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$511K Sell
2024
Q4
$1.53M Sell
2024
Q3
$1.45M Buy
2024
Q2
$1.15M Buy
2024
Q1
$626K Sell
2023
Q4
$1.16M Buy
2023
Q3
$368K Sell
2023
Q2
$442K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$748K Buy
2022
Q2
$33K Buy