Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Sell
2024
Q4
$235K Sell
2024
Q3
$740K Sell
2024
Q2
$846K Buy
2024
Q1
$721K Buy
2023
Q1
Sell
2022
Q4
$956K Buy
2022
Q3
$586K Buy
2022
Q2
$616K Buy