Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
2025
Q1
$546K Buy
2024
Q4
$614K Sell
2024
Q3
$896K Sell
2024
Q2
$1.04M Buy
2024
Q1
$1.29M Buy
2023
Q4
$1.11M Buy
2023
Q3
$841K Buy
2023
Q2
$736K Sell
2023
Q1
$887K Buy
2022
Q4
$400K Sell
2022
Q3
$339K Buy