Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
2025
Q1
$775K Sell
2024
Q4
$831K Buy
2024
Q3
$754K Sell
2024
Q2
$851K Sell
2024
Q1
$1.07M Sell
2023
Q4
$867K Buy
2023
Q3
$724K Buy
2023
Q2
$278K Sell
2023
Q1
$436K Buy
2022
Q4
$229K Buy