Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$408K Buy
2024
Q4
$255K Buy
2023
Q4
Sell
2023
Q3
$995K Buy
2022
Q4
Sell
2022
Q3
$290K Buy
2022
Q2
Sell
2022
Q1
$631K Buy