Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2025
Q1
$413K Sell
2024
Q4
$537K Sell
2024
Q3
$1.06M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.37M Buy
2023
Q4
$1.57M Sell
2023
Q3
$1.4M Sell
2023
Q2
$1.69M Buy
2023
Q1
$1.8M Sell
2022
Q4
$1.72M Buy