Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$148K Sell
2024
Q4
$889K Sell
2024
Q3
$2.61M Buy
2024
Q2
$203K Buy
2024
Q1
Sell
2023
Q4
$812K Buy
2023
Q2
Sell
2023
Q1
$269K Buy
2022
Q4
Sell
2022
Q3
$1.5M Buy
2022
Q2
$403K Buy
2022
Q1
Sell
2021
Q4
$3.19M Buy
2021
Q3
$2.95M Buy