Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$557K Sell
2024
Q4
$653K Sell
2024
Q3
$658K Sell
2024
Q2
$842K Sell
2024
Q1
$923K Buy
2023
Q4
$627K Buy
2023
Q3
$626K Sell
2023
Q2
$595K Buy
2023
Q1
$571K Sell
2022
Q4
$464K Sell
2022
Q3
$640K Hold
2022
Q2
$542K Sell
2022
Q1
$1.09M Sell
2021
Q4
$1M Buy