Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$543K Sell
2024
Q4
$773K Sell
2024
Q3
$619K Buy
2024
Q2
$562K Sell
2024
Q1
$587K Buy
2023
Q4
$430K Sell
2023
Q3
$514K Buy
2023
Q2
$619K Buy
2023
Q1
$48.1K Sell
2022
Q4
$52.7K Sell
2022
Q3
$49K Sell
2022
Q2
$85K Hold
2022
Q1
$142K Buy