Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
2025
Q1
$694K Buy
2024
Q4
$518K Buy
2024
Q3
$481K Buy
2024
Q2
$419K Sell
2024
Q1
$283K Buy
2023
Q4
$79.1K Sell
2023
Q3
$93.6K Sell
2023
Q2
$110K Sell
2023
Q1
$156K Sell
2022
Q4
$198K Buy
2022
Q3
$129K Buy
2022
Q2
$133K Sell
2022
Q1
$160K Sell
2021
Q4
$226K Buy