Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
2025
Q1
$447K Buy
2024
Q4
$365K Sell
2024
Q3
$386K Sell
2024
Q2
$352K Buy
2024
Q1
$363K Buy
2023
Q4
$308K Sell
2023
Q3
$299K Buy
2023
Q2
$333K Sell
2023
Q1
$318K Buy
2022
Q4
$225K Sell
2022
Q3
$254K Buy
2022
Q2
$235K Sell
2022
Q1
$388K Buy
2021
Q4
$428K Sell
2021
Q3
$365K Buy