Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
2025
Q1
$319K Sell
2024
Q4
$347K Sell
2024
Q3
$706K Sell
2024
Q2
$846K Buy
2024
Q1
$960K Buy
2023
Q4
$836K Sell
2023
Q3
$731K Buy
2023
Q2
$810K Buy
2023
Q1
$709K Buy
2022
Q4
$672K Buy
2022
Q3
$464K Sell
2022
Q2
$593K Buy
2022
Q1
$607K Buy
2021
Q4
$638K Buy
2021
Q3
$577K Buy
2021
Q2
$518K Buy
2021
Q1
$270K Buy