Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$813K Sell
2025
Q1
$1.06M Buy
2024
Q4
$796K Buy
2024
Q3
$805K Sell
2024
Q2
$746K Buy
2024
Q1
$515K Buy
2023
Q4
$419K Buy
2023
Q3
$361K Sell
2023
Q2
$405K Buy
2023
Q1
Sell
2022
Q4
$252K Sell
2022
Q3
$552K Sell
2022
Q2
$624K Buy
2022
Q1
$236K Buy