Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
2025
Q1
$328K Sell
2024
Q4
$517K Buy
2024
Q3
$427K Buy
2024
Q2
$3.43M Sell
2024
Q1
$4.06M Sell
2023
Q4
$3.98M Buy
2023
Q3
$2.32M Buy
2023
Q2
$2.77M Buy
2023
Q1
$2.2M Sell
2022
Q4
$2.29M Buy
2022
Q3
$1.77M Sell
2022
Q2
$1.15M Buy