Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$584K Sell
2024
Q4
$1.61M Buy
2024
Q3
$530K Sell
2024
Q2
$444K Buy
2024
Q1
$459K Buy
2023
Q3
Sell
2023
Q2
$507K Buy
2023
Q1
$490K Sell
2022
Q4
$824K Sell
2022
Q3
$2.1M Sell
2022
Q2
$2.44M Buy
2022
Q1
$3.13M Buy