Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$528K Buy
2024
Q4
$488K Buy
2024
Q3
$384K Buy
2024
Q2
$412K Buy
2022
Q3
Sell
2022
Q2
$280K Sell
2022
Q1
$268K Sell
2021
Q4
$261K Sell
2021
Q3
$295K Sell
2021
Q2
$319K Buy