Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
2025
Q1
$524K Sell
2024
Q4
$600K Sell
2024
Q3
$767K Sell
2024
Q2
$1.09M Sell
2024
Q1
$1.22M Sell
2023
Q4
$1.1M Sell
2023
Q3
$976K Buy
2023
Q2
$1.01M Sell
2023
Q1
$1.32M Sell
2022
Q4
$1.21M Buy
2022
Q3
$1.02M Buy
2022
Q2
$1.03M Buy
2022
Q1
$885K Buy