Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Buy
2025
Q1
Sell
2024
Q4
$438K Sell
2024
Q3
$535K Sell
2024
Q2
$560K Buy
2024
Q1
$344K Sell
2023
Q4
$422K Sell
2023
Q3
$577K Sell
2023
Q2
$1.24M Sell
2023
Q1
$1.8M Sell
2022
Q4
$1.99M Sell
2022
Q3
$1.82M Sell
2022
Q2
$1.79M Buy