Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
2025
Q1
$341K Sell
2024
Q4
$948K Buy
2024
Q3
$939K Buy
2024
Q2
$111K Sell
2024
Q1
$132K Sell
2023
Q4
$284K Buy
2023
Q3
$85K Buy
2023
Q2
$103K Sell
2023
Q1
$168K Sell
2022
Q4
$688K Buy
2022
Q3
$445K Buy
2022
Q2
$33K Sell
2022
Q1
$117K Buy