Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$337K Buy
2024
Q4
$349K Buy
2024
Q3
$349K Sell
2024
Q2
$423K Buy
2024
Q1
$512K Buy
2023
Q4
$359K Sell
2023
Q3
$265K Buy
2023
Q2
$208K Sell
2023
Q1
$317K Buy
2022
Q4
$180K Sell
2022
Q3
$419K Buy
2022
Q2
$565K Sell
2022
Q1
$889K Buy
2021
Q4
$820K Buy
2021
Q3
$263K Buy