Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
2025
Q1
$517K Sell
2024
Q4
$463K Buy
2024
Q3
$484K Sell
2024
Q2
$566K Sell
2024
Q1
$601K Sell
2023
Q4
$565K Buy
2023
Q3
$601K Buy
2023
Q2
$546K Buy
2023
Q1
$571K Sell
2022
Q4
$584K Buy
2022
Q3
$464K Buy
2022
Q2
$455K Sell
2022
Q1
$536K Buy