Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$400K Sell
2024
Q4
$572K Buy
2024
Q3
$418K Sell
2024
Q2
$866K Buy
2024
Q1
$714K Buy
2023
Q4
$381K Buy
2023
Q3
Sell
2023
Q2
$953K Sell
2023
Q1
$1.07M Sell
2022
Q4
$1.17M Buy
2022
Q3
$881K Buy