Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
2024
Q3
Sell
2024
Q2
$510K Sell
2024
Q1
$586K Sell
2023
Q4
$924K Buy
2022
Q4
Sell
2022
Q3
$3.92M Buy
2022
Q2
$3.79M Sell
2022
Q1
$5.01M Buy