Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$618K Buy
2024
Q3
Sell
2024
Q2
$263K Buy
2024
Q1
Sell
2023
Q4
$337K Sell
2023
Q3
$571K Sell
2023
Q2
$1.32M Buy
2023
Q1
Sell
2022
Q4
$1.13M Buy
2022
Q3
$551K Sell
2022
Q2
$1.43M Buy