Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2025
Q1
$332K Buy
2024
Q4
$282K Sell
2024
Q3
$311K Buy
2024
Q2
$370K Buy
2024
Q1
$356K Buy
2023
Q4
$272K Buy
2023
Q3
$252K Sell
2023
Q2
$256K Buy
2022
Q2
Sell
2022
Q1
$1.07M Sell
2021
Q4
$2.67M Buy
2021
Q3
$1.5M Buy