Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
2024
Q2
Sell
2024
Q1
$299K Sell
2023
Q4
$738K Buy
2023
Q3
$743K Buy
2023
Q2
$695K Sell
2023
Q1
$890K Buy
2022
Q4
$816K Buy
2022
Q3
$637K Buy
2022
Q2
$653K Buy
2022
Q1
$835K Buy