Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$340K Sell
2024
Q4
$504K Buy
2024
Q3
$465K Sell
2024
Q2
$577K Sell
2024
Q1
$629K Sell
2023
Q4
$988K Sell
2023
Q3
$1.33M Sell
2023
Q2
$2.67M Sell
2023
Q1
$2.43M Buy
2022
Q4
Sell
2022
Q3
$1.73M Buy
2022
Q2
Sell
2022
Q1
$1.06M Buy