Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
2025
Q1
$884K Buy
2024
Q4
$64.8K Buy
2024
Q3
Sell
2024
Q2
$73.8K Buy
2023
Q4
Sell
2023
Q3
$165K Buy
2023
Q1
Sell
2022
Q4
$1.07M Buy
2022
Q1
Sell
2021
Q4
$199K Buy