Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$356K Sell
2024
Q4
$611K Buy
2024
Q3
$674K Buy
2024
Q2
$709K Sell
2024
Q1
$685K Buy
2023
Q4
$657K Sell
2023
Q3
$578K Sell
2023
Q2
$562K Sell
2023
Q1
$473K Sell
2022
Q4
$442K Sell
2022
Q3
$525K Sell
2022
Q2
$819K Sell
2022
Q1
$1.35M Buy