Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
2025
Q1
$1.43M Buy
2024
Q3
Sell
2024
Q2
$495K Buy
2023
Q4
Sell
2023
Q3
$475K Sell
2023
Q2
$545K Buy
2023
Q1
$351K Sell
2022
Q4
$345K Buy
2022
Q1
Sell
2021
Q4
$476K Sell
2021
Q3
$405K Sell
2021
Q2
$528K Buy