Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$791K Buy
2024
Q4
$963K Buy
2024
Q3
$973K Buy
2024
Q2
$1M Buy
2024
Q1
$521K Hold
2023
Q4
$465K Buy
2023
Q2
Sell
2023
Q1
$645K Hold
2022
Q4
$569K Buy
2022
Q3
$393K Buy
2022
Q2
$359K Buy