Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Sell
2025
Q1
$632K Sell
2024
Q4
$527K Buy
2024
Q3
$493K Buy
2024
Q2
$206K Buy
2024
Q1
$188K Buy
2023
Q4
$179K Sell
2023
Q3
$161K Buy
2023
Q2
Sell
2023
Q1
$215K Sell
2022
Q4
$214K Sell
2022
Q3
$209K Buy
2022
Q2
$200K Buy