Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$335K Sell
2024
Q4
$755K Buy
2024
Q3
$375K Sell
2024
Q2
$791K Buy
2024
Q1
$667K Buy
2023
Q4
$602K Buy
2023
Q3
$716K Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.01M Sell
2022
Q4
$1.24M Buy
2022
Q3
$1.15M Buy
2022
Q2
$972K Sell
2022
Q1
$1.38M Buy
2021
Q4
$1.05M Sell
2021
Q3
$1.73M Buy