Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$873K Buy
2024
Q4
$943K Sell
2024
Q3
$751K Buy
2024
Q2
$674K Buy
2024
Q1
$585K Buy
2023
Q4
$246K Sell
2023
Q3
$288K Buy
2023
Q2
$302K Sell
2023
Q1
$270K Buy
2022
Q4
$241K Hold
2022
Q3
$223K Buy