Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$115K Sell
2024
Q4
$681K Buy
2024
Q1
Sell
2023
Q4
$1.5M Sell
2023
Q3
$994K Buy
2023
Q2
$1.1M Buy
2023
Q1
$191K Sell
2022
Q4
$514K Buy
2022
Q3
$336K Sell
2022
Q2
$490K Buy
2022
Q1
$484K Buy