Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
2025
Q1
$776K Buy
2024
Q4
$692K Sell
2024
Q3
$707K Buy
2024
Q2
Sell
2024
Q1
$141K Sell
2023
Q4
$593K Buy
2023
Q3
$328K Buy
2023
Q2
$277K Buy
2023
Q1
$252K Buy
2022
Q4
$180K Buy
2022
Q3
$87K Sell
2022
Q2
$1.76M Buy
2022
Q1
$208K Buy
2021
Q4
$33K Buy