Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$232K Sell
2024
Q4
$256K Sell
2024
Q3
$5.34M Sell
2024
Q2
$9.96M Buy
2024
Q1
$9.54M Sell
2023
Q4
$9.23M Buy
2023
Q3
$7.11M Sell
2023
Q2
$6.53M Sell
2023
Q1
$6.6M Buy
2022
Q4
$5.44M Buy
2022
Q3
$5.05M Buy
2022
Q2
$5.01M Buy
2022
Q1
$6.2M Buy