Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
2025
Q1
$372K Buy
2024
Q4
$349K Buy
2024
Q3
$327K Sell
2024
Q2
$469K Buy
2024
Q1
$493K Buy
2023
Q4
$402K Sell
2023
Q3
$439K Buy
2023
Q2
$374K Buy
2023
Q1
$311K Buy
2022
Q4
$156K Sell
2022
Q3
$242K Buy