Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$465K Buy
2024
Q4
Sell
2024
Q3
$2.04M Buy
2024
Q2
$315K Sell
2024
Q1
$259K Buy
2023
Q3
Sell
2023
Q2
$1.15M Buy
2023
Q1
$332K Sell
2022
Q4
$1.33M Buy
2022
Q3
$1.35M Buy
2022
Q2
Sell
2022
Q1
$622K Buy