Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Sell
2024
Q4
$532K Sell
2024
Q3
$573K Sell
2024
Q2
$678K Buy
2024
Q1
$691K Buy
2023
Q4
$641K Buy
2023
Q3
$670K Buy
2023
Q2
$568K Sell
2023
Q1
$555K Sell
2022
Q4
$939K Buy
2022
Q3
$681K Buy
2022
Q2
$607K Buy
2022
Q1
$610K Buy
2021
Q4
$418K Buy