Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$682K Buy
2024
Q3
Sell
2024
Q2
$208K Sell
2024
Q1
$1.47M Buy
2023
Q4
Sell
2023
Q3
$553K Sell
2023
Q2
$533K Buy
2022
Q3
Sell
2022
Q2
$401K Buy