Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$458K Buy
2024
Q4
$481K Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.17M Sell
2024
Q1
$1.3M Sell
2023
Q4
$1.11M Buy
2023
Q3
$928K Buy
2023
Q2
$860K Buy
2023
Q1
$723K Buy
2022
Q4
$641K Buy
2022
Q3
$594K Buy
2022
Q2
$657K Buy