Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Sell
2025
Q1
$1.76M Buy
2024
Q4
$845K Sell
2024
Q3
$1.41M Buy
2024
Q2
Sell
2024
Q1
$888K Buy
2023
Q3
Sell
2023
Q2
$542K Buy
2023
Q1
Sell
2022
Q4
$280K Buy