Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2025
Q1
$213K Buy
2024
Q4
$142K Sell
2024
Q3
$191K Sell
2024
Q2
$217K Sell
2024
Q1
$835K Sell
2023
Q4
$817K Buy
2023
Q3
$989K Sell
2023
Q2
$1.38M Buy
2023
Q1
$884K Buy