Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$312K Sell
2024
Q4
$342K Sell
2024
Q3
$1.43M Buy
2024
Q2
$1.02M Sell
2024
Q1
$976K Buy
2023
Q4
$876K Sell
2023
Q3
$760K Sell
2023
Q2
$847K Buy