Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$750K Buy
2024
Q4
$455K Sell
2024
Q3
$482K Sell
2024
Q2
$1.23M Buy
2024
Q1
$873K Sell
2023
Q4
$1.15M Buy
2023
Q3
$1.13M Buy
2023
Q2
$821K Sell
2023
Q1
$1.61M Buy
2022
Q4
$1.19M Sell
2022
Q3
$1.22M Sell
2022
Q2
$1.47M Sell
2022
Q1
$1.8M Buy