Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$939K Buy
2024
Q4
$880K Buy
2024
Q3
$970K Buy
2024
Q2
$921K Buy
2024
Q1
$469K Buy
2023
Q4
$260K Sell
2023
Q3
$224K Hold
2023
Q2
$215K Buy
2022
Q2
Sell
2022
Q1
$1.09M Buy