Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$106K Sell
2024
Q4
$1.23M Buy
2024
Q3
$157K Sell
2024
Q2
$670K Sell
2024
Q1
$798K Sell
2023
Q4
$550K Buy
2023
Q1
Sell
2022
Q4
$258K Buy