Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$246K Sell
2024
Q4
$490K Sell
2024
Q3
$641K Buy
2024
Q2
$423K Sell
2024
Q1
$519K Buy
2023
Q4
$435K Sell
2023
Q3
$886K Buy
2023
Q2
$736K Sell
2023
Q1
$887K Buy
2022
Q4
$868K Buy
2022
Q3
$293K Sell
2022
Q2
$665K Buy
2022
Q1
$552K Buy