Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
2025
Q1
$516K Sell
2024
Q4
$545K Buy
2024
Q3
$477K Sell
2024
Q2
$655K Sell
2024
Q1
$2.58M Buy
2023
Q4
$1.74M Buy
2023
Q3
$1.3M Buy
2023
Q2
$672K Sell
2023
Q1
$864K Sell
2022
Q4
$798K Buy
2022
Q3
$576K Buy
2022
Q2
$599K Buy
2022
Q1
$238K Buy