Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
2025
Q1
$1.32M Buy
2024
Q2
Sell
2024
Q1
$413K Buy
2023
Q4
$312K Sell
2023
Q3
$388K Sell
2023
Q2
$523K Buy
2021
Q2
Sell
2021
Q1
$262K Buy