Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2025
Q1
$1.21M Buy
2024
Q1
Sell
2023
Q4
$306K Buy
2023
Q3
Sell
2023
Q2
$259K Buy
2023
Q1
$208K Buy
2022
Q3
Sell
2022
Q2
$204K Buy
2021
Q2
Sell
2021
Q1
$456K Buy