Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
2025
Q1
$306K Sell
2024
Q4
$471K Buy
2024
Q3
$473K Buy
2023
Q2
$512K Sell
2023
Q1
$508K Buy
2022
Q4
$397K Sell
2022
Q3
$307K Buy
2022
Q2
$318K Buy
2022
Q1
$386K Sell
2021
Q4
$498K Sell
2021
Q3
$482K Sell
2021
Q2
$457K Buy
2021
Q1
$309K Buy