Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.12M Buy
2024
Q2
Sell
2024
Q1
$583K Buy
2023
Q4
$350K Sell
2023
Q3
$771K Buy
2023
Q2
$690K Buy
2023
Q1
$409K Sell
2022
Q4
$623K Buy