Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2025
Q1
$1.21M Buy
2024
Q4
$952K Buy
2024
Q3
$730K Buy
2024
Q2
$567K Buy
2024
Q1
$560K Buy
2023
Q4
$382K Sell
2023
Q3
$616K Sell
2023
Q2
$878K Hold
2023
Q1
$831K Sell
2022
Q4
$952K Buy
2022
Q3
$288K Sell
2022
Q2
$261K Buy