Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$237K Buy
2024
Q4
$240K Sell
2024
Q3
$485K Buy
2024
Q2
$486K Sell
2024
Q1
$1.21M Buy
2023
Q4
$414K Sell
2023
Q3
$782K Sell
2023
Q2
$1.07M Buy
2023
Q1
$428K Sell
2022
Q4
$668K Buy