Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$231K Sell
2024
Q4
$686K Sell
2024
Q3
$844K Sell
2024
Q2
$912K Buy
2024
Q1
$754K Buy
2023
Q4
$727K Buy
2023
Q3
$398K Buy
2023
Q2
$298K Buy
2023
Q1
$216K Buy