Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
2025
Q1
$532K Buy
2024
Q4
$464K Sell
2024
Q3
$412K Sell
2024
Q2
$416K Sell
2024
Q1
$526K Sell
2023
Q4
$493K Buy
2023
Q3
$399K Sell
2023
Q2
$443K Sell
2023
Q1
$435K Sell
2022
Q4
$422K Buy
2022
Q3
$341K Sell
2022
Q2
$476K Sell
2022
Q1
$781K Sell
2021
Q4
$888K Buy