Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
2025
Q1
$1.08M Buy
2024
Q4
$848K Hold
2024
Q3
$523K Hold
2024
Q2
$375K Hold
2024
Q1
$277K Hold
2023
Q4
$567K Buy
2023
Q3
$271K Hold
2023
Q2
$220K Sell
2023
Q1
$251K Sell
2022
Q4
$257K Buy
2022
Q3
$255K Sell
2022
Q2
$508K Buy