Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$369K Buy
2024
Q4
$381K Buy
2024
Q3
Sell
2024
Q2
$306K Sell
2024
Q1
$580K Sell
2023
Q4
$918K Buy
2023
Q3
$372K Sell
2023
Q2
$338K Buy
2023
Q1
$341K Sell
2022
Q4
$221K Sell
2022
Q3
$6.04M Buy