Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Sell
2024
Q4
$2.25M Buy
2023
Q3
Sell
2023
Q2
$227K Buy
2022
Q4
Sell
2022
Q3
$510K Buy
2022
Q2
$334K Buy
2022
Q1
$235K Buy