Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$676K Sell
2025
Q1
$1.19M Buy
2024
Q3
Sell
2024
Q2
$371K Buy
2023
Q4
Sell
2023
Q3
$370K Sell
2023
Q2
$396K Sell
2023
Q1
$755K Buy
2022
Q4
$420K Buy