Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
2025
Q1
$284K Sell
2024
Q4
$513K Sell
2024
Q3
$338K Sell
2024
Q2
$259K Sell
2024
Q1
$466K Buy
2023
Q4
$328K Hold
2023
Q3
$331K Sell
2023
Q2
$352K Sell
2023
Q1
$305K Buy
2022
Q4
Sell
2022
Q3
$482K Buy
2022
Q2
$407K Sell
2022
Q1
$685K Sell
2021
Q4
$788K Buy