Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$374K Sell
2024
Q4
$1.44M Buy
2024
Q2
Sell
2024
Q1
$679K Buy
2023
Q4
$290K Sell
2023
Q3
$236K Buy
2023
Q2
Sell
2023
Q1
$342K Buy
2022
Q4
$85K Buy