Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
2025
Q1
$110K Sell
2024
Q4
$759K Buy
2024
Q3
Sell
2024
Q2
$62.7K Sell
2024
Q1
$855K Buy
2023
Q4
$508K Sell
2023
Q3
$451K Sell
2023
Q2
$818K Buy
2022
Q3
Sell
2022
Q2
$69K Sell
2022
Q1
$226K Buy
2021
Q4
Sell
2021
Q3
$316K Buy