Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
2025
Q1
$534K Sell
2024
Q4
$460K Buy
2024
Q3
$510K Sell
2024
Q2
$467K Buy
2024
Q1
$495K Sell
2023
Q4
$436K Sell
2023
Q3
$492K Buy
2023
Q2
$439K Sell
2023
Q1
$636K Hold
2022
Q4
$636K Buy
2022
Q3
$515K Sell
2022
Q2
$599K Sell
2022
Q1
$654K Sell
2021
Q4
$600K Sell
2021
Q3
$480K Buy