Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$345K Buy
2024
Q3
Sell
2024
Q2
$678K Sell
2024
Q1
$1.03M Sell
2023
Q4
$1.47M Buy
2023
Q3
$930K Sell
2023
Q2
$890K Buy
2023
Q1
$300K Buy
2022
Q1
Sell
2021
Q4
$896K Buy