Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$583K Sell
2025
Q1
$579K Buy
2024
Q4
$585K Sell
2024
Q3
$586K Sell
2024
Q2
$836K Sell
2024
Q1
$926K Buy
2023
Q4
$650K Buy
2023
Q3
$634K Buy
2023
Q2
$498K Buy
2023
Q1
$455K Buy
2022
Q4
$262K Sell
2022
Q3
$335K Buy
2022
Q2
$239K Sell
2022
Q1
$464K Buy
2021
Q4
$303K Buy