Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$333K Sell
2025
Q1
$363K Buy
2024
Q4
$296K Sell
2024
Q3
$354K Sell
2024
Q2
$808K Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.44M Sell
2023
Q3
$1.04M Buy
2023
Q2
$972K Hold
2023
Q1
$950K Hold
2022
Q4
$768K Buy