Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$914K Buy
2024
Q4
Sell
2024
Q3
$306K Sell
2024
Q2
$319K Sell
2024
Q1
$833K Buy
2023
Q4
$401K Sell
2023
Q3
$531K Buy
2023
Q1
Sell
2022
Q4
$332K Buy