Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
2025
Q1
$439K Buy
2024
Q4
$293K Buy
2024
Q3
$312K Sell
2024
Q2
$280K Buy
2024
Q1
$256K Buy
2023
Q4
$239K Sell
2023
Q3
$239K Buy
2023
Q2
$230K Buy
2023
Q1
$219K Buy
2022
Q1
Sell
2021
Q4
$343K Sell
2021
Q3
$278K Buy