Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$123K Sell
2024
Q4
$962K Buy
2024
Q3
$1.32M Buy
2024
Q2
$265K Sell
2024
Q1
$316K Sell
2023
Q4
$438K Sell
2023
Q3
$610K Buy
2023
Q2
$556K Sell
2023
Q1
$813K Buy
2022
Q4
$121K Buy
2022
Q3
$76K Sell
2022
Q2
$99K Buy
2022
Q1
$101K Buy
2021
Q4
$78K Buy