Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$100K Buy
2024
Q4
Sell
2024
Q3
$355K Sell
2024
Q2
$1.65M Buy
2024
Q1
$1.26M Buy
2023
Q4
$262K Sell
2023
Q3
$276K Sell
2023
Q2
$374K Sell
2023
Q1
$426K Sell
2022
Q4
$389K Sell
2022
Q3
$569K Buy
2022
Q2
$85K Sell
2022
Q1
$820K Buy