Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$609K Sell
2024
Q4
$1.63M Buy
2024
Q1
Sell
2023
Q4
$191K Buy
2023
Q2
Sell
2023
Q1
$524K Buy
2022
Q4
Sell
2022
Q3
$386K Sell
2022
Q2
$651K Buy
2022
Q1
$624K Buy