Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.29M Buy
2024
Q3
$987K Buy
2024
Q2
$825K Sell
2024
Q1
$1.16M Sell
2023
Q4
$1.15M Buy
2023
Q3
$576K Buy
2023
Q2
$606K Buy