Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Sell
2025
Q1
$874K Sell
2024
Q4
$760K Sell
2024
Q3
$1.64M Buy
2024
Q1
Sell
2023
Q4
$815K Buy
2022
Q3
Sell
2022
Q2
$613K Buy
2022
Q1
Sell
2021
Q4
$227K Sell
2021
Q3
$267K Buy