Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Sell
2025
Q1
$1.03M Buy
2024
Q4
$419K Buy
2024
Q3
Sell
2024
Q2
$183K Buy
2024
Q1
Sell
2023
Q4
$219K Sell
2023
Q3
$384K Buy
2023
Q1
Sell
2022
Q4
$171K Buy