Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
2025
Q1
$623K Sell
2024
Q4
$576K Buy
2024
Q3
$575K Sell
2024
Q2
$456K Buy
2024
Q1
$328K Buy
2023
Q4
$274K Sell
2023
Q3
$341K Buy
2023
Q2
$325K Sell
2023
Q1
$356K Sell
2022
Q4
$394K Sell
2022
Q3
$347K Sell
2022
Q2
$424K Buy
2022
Q1
$377K Sell
2021
Q4
$402K Buy