Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
2025
Q1
$332K Buy
2024
Q4
Sell
2024
Q3
$456K Sell
2024
Q2
$412K Sell
2024
Q1
$504K Sell
2023
Q4
$512K Sell
2023
Q3
$548K Buy
2023
Q2
$524K Buy
2023
Q1
$497K Buy
2022
Q4
$446K Sell
2022
Q3
$396K Buy
2022
Q2
$314K Buy
2022
Q1
$286K Buy
2021
Q4
$322K Buy
2021
Q3
$244K Buy