Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
2025
Q1
$457K Sell
2024
Q4
$397K Sell
2024
Q3
$420K Sell
2024
Q2
$695K Buy
2024
Q1
$617K Sell
2023
Q4
$647K Buy
2023
Q3
$605K Buy
2023
Q2
$604K Buy
2023
Q1
$482K Buy
2022
Q4
$239K Sell
2022
Q3
$250K Buy
2022
Q2
$273K Buy