Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$574K Buy
2024
Q4
$366K Sell
2024
Q3
$428K Sell
2024
Q2
$446K Sell
2024
Q1
$626K Buy
2023
Q4
$435K Sell
2023
Q3
$696K Sell
2023
Q2
$771K Sell
2023
Q1
$927K Buy
2022
Q4
$1.03M Buy