Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
2025
Q1
$308K Buy
2024
Q4
$308K Buy
2024
Q3
$314K Buy
2024
Q2
$287K Sell
2024
Q1
$329K Sell
2023
Q4
$390K Buy
2023
Q3
$351K Sell
2023
Q2
$468K Buy
2023
Q1
$408K Sell
2022
Q4
$485K Buy
2022
Q3
$377K Buy