Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$603K Buy
2024
Q4
$303K Buy
2024
Q3
$265K Sell
2024
Q2
$355K Sell
2024
Q1
$490K Buy
2023
Q4
$360K Buy
2023
Q3
$254K Sell
2023
Q2
$440K Buy
2023
Q1
$265K Buy
2022
Q4
$160K Buy