Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
2025
Q1
$842K Buy
2024
Q4
$794K Buy
2024
Q3
$568K Buy
2024
Q2
$177K Sell
2024
Q1
$726K Buy
2023
Q4
$483K Buy
2023
Q3
$194K Sell
2023
Q2
$483K Buy
2023
Q1
$180K Buy
2022
Q3
Sell
2022
Q2
$158K Sell
2022
Q1
$538K Buy