Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
2025
Q1
$778K Buy
2024
Q4
$789K Buy
2023
Q4
Sell
2023
Q3
$132K Sell
2023
Q2
$453K Buy
2023
Q1
$198K Sell
2022
Q4
$228K Buy
2022
Q3
$182K Buy
2022
Q2
Sell
2022
Q1
$310K Buy
2021
Q4
$318K Buy