Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$323K Sell
2024
Q4
$420K Buy
2024
Q3
Sell
2024
Q2
$3.56M Buy
2024
Q1
$460K Buy
2023
Q2
Sell
2023
Q1
$1.5M Buy
2022
Q4
Sell
2022
Q3
$725K Buy
2022
Q2
Sell
2022
Q1
$787K Buy
2021
Q4
Sell
2021
Q3
$787K Sell
2021
Q2
$710K Buy