Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$304K Sell
2024
Q4
$247K Sell
2024
Q3
$311K Buy
2024
Q2
$267K Buy
2024
Q1
$241K Sell
2023
Q4
$351K Sell
2023
Q3
$341K Buy
2023
Q2
$321K Sell
2023
Q1
$785K Buy
2022
Q4
$782K Buy
2022
Q3
$315K Buy
2022
Q2
$220K Buy
2022
Q1
$116K Sell
2021
Q4
$165K Buy
2021
Q3
$166K Buy
2021
Q2
$150K Buy