Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$311K Buy
2024
Q4
$379K Sell
2024
Q3
$726K Buy
2024
Q2
$695K Buy
2024
Q1
$774K Sell
2023
Q4
$675K Sell
2023
Q3
$797K Buy
2023
Q2
$612K Buy
2023
Q1
$580K Buy
2022
Q4
$333K Buy