Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$594K Buy
2024
Q4
$408K Buy
2024
Q3
$419K Buy
2024
Q2
$427K Buy
2024
Q1
$394K Buy
2023
Q4
$334K Buy
2023
Q3
$295K Buy
2023
Q2
$286K Buy
2023
Q1
Sell
2022
Q4
$267K Sell
2022
Q3
$283K Sell
2022
Q2
$296K Sell
2022
Q1
$350K Buy