Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Sell
2025
Q1
$212K Sell
2024
Q4
$292K Buy
2024
Q3
$299K Sell
2024
Q2
$557K Sell
2024
Q1
$2.54M Sell
2023
Q4
$5.46M Sell
2023
Q3
$3.28M Sell
2023
Q2
$3.94M Buy
2023
Q1
$2.08M Buy
2022
Q4
$1.02M Buy
2022
Q3
$854K Buy
2022
Q2
$762K Buy
2022
Q1
$377K Buy