Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$381K Sell
2024
Q4
$399K Sell
2024
Q3
$624K Buy
2024
Q2
$545K Buy
2024
Q1
$527K Buy
2023
Q4
$525K Sell
2023
Q3
$430K Sell
2023
Q2
$611K Sell
2023
Q1
$766K Sell
2022
Q4
$1.06M Sell
2022
Q3
$970K Sell
2022
Q2
$947K Buy