Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2025
Q1
$853K Sell
2024
Q4
$2.41M Buy
2024
Q2
Sell
2024
Q1
$1.03M Buy
2023
Q3
Sell
2023
Q2
$462K Buy
2022
Q4
Sell
2022
Q3
$547K Buy
2022
Q2
$307K Buy