Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$949K Buy
2024
Q4
$66K Sell
2024
Q3
$211K Sell
2024
Q2
$588K Buy
2024
Q1
$583K Buy
2023
Q4
Sell
2023
Q3
$293K Buy
2023
Q2
$253K Buy
2023
Q1
$128K Sell
2022
Q4
$212K Sell
2022
Q3
$267K Buy
2022
Q2
$57K Buy