Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$619K Sell
2025
Q1
$766K Buy
2024
Q4
$433K Sell
2024
Q3
$835K Sell
2024
Q2
$906K Buy
2024
Q1
$671K Buy
2023
Q4
$559K Buy
2023
Q3
$260K Buy
2023
Q2
$212K Buy
2023
Q1
Sell
2022
Q4
$225K Sell
2022
Q3
$211K Sell
2022
Q2
$268K Sell
2022
Q1
$319K Buy
2021
Q4
$363K Buy