Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
2025
Q1
$361K Buy
2024
Q4
$279K Sell
2024
Q3
$421K Sell
2024
Q2
$534K Buy
2024
Q1
$566K Buy
2023
Q4
$469K Buy
2023
Q3
$500K Sell
2023
Q2
$470K Buy
2023
Q1
$498K Buy
2022
Q4
$446K Sell
2022
Q3
$378K Buy
2022
Q2
$216K Buy
2022
Q1
$189K Sell
2021
Q4
$173K Buy