Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
2025
Q1
$567K Sell
2024
Q4
$493K Buy
2024
Q3
$518K Sell
2024
Q2
$584K Buy
2024
Q1
$542K Sell
2023
Q4
$834K Sell
2023
Q3
$940K Sell
2023
Q2
$1.02M Buy
2023
Q1
$934K Buy
2022
Q4
$921K Sell
2022
Q3
$815K Sell
2022
Q2
$879K Sell
2022
Q1
$975K Buy