Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$293K Sell
2024
Q4
$383K Buy
2024
Q3
$423K Sell
2024
Q2
$555K Buy
2024
Q1
$180K Buy
2023
Q3
Sell
2023
Q2
$349K Sell
2023
Q1
$1.3M Buy
2022
Q4
Sell
2022
Q3
$593K Buy
2022
Q2
$708K Sell
2022
Q1
$1.14M Buy