Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
2025
Q1
$456K Buy
2024
Q4
$410K Sell
2024
Q3
$365K Buy
2024
Q2
$232K Sell
2024
Q1
$238K Buy
2022
Q3
Sell
2022
Q2
$239K Buy
2022
Q1
$404K Buy
2021
Q4
$410K Buy