Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
2025
Q1
$252K Sell
2024
Q4
$574K Buy
2024
Q2
Sell
2024
Q1
$1.06M Buy
2023
Q4
Sell
2023
Q3
$707K Buy
2023
Q2
$530K Buy
2022
Q3
Sell
2022
Q2
$395K Sell
2022
Q1
$584K Buy
2021
Q4
Sell
2021
Q3
$490K Buy