Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$267K Sell
2024
Q4
$431K Sell
2024
Q3
$856K Buy
2024
Q2
$807K Sell
2024
Q1
$932K Buy
2023
Q4
$848K Sell
2023
Q3
$818K Buy
2023
Q2
$780K Buy
2023
Q1
$769K Sell
2022
Q4
$724K Buy
2022
Q3
$631K Sell
2022
Q2
$720K Buy
2022
Q1
$912K Sell
2021
Q4
$1.05M Buy