Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
2025
Q1
$635K Sell
2024
Q4
$681K Buy
2024
Q3
$534K Sell
2024
Q2
$493K Buy
2024
Q1
$462K Buy
2023
Q4
$436K Buy
2023
Q3
$334K Sell
2023
Q2
$343K Buy
2023
Q1
$330K Buy
2022
Q3
Sell
2022
Q2
$284K Sell
2022
Q1
$397K Sell
2021
Q4
$401K Buy