Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$694K Buy
2025
Q1
$650K Sell
2024
Q4
$725K Sell
2024
Q3
$710K Buy
2024
Q2
$503K Buy
2024
Q1
$233K Sell
2023
Q4
$383K Buy
2023
Q3
$298K Buy
2023
Q2
$257K Sell
2023
Q1
$334K Buy
2022
Q4
$267K Buy
2022
Q3
$235K Buy
2022
Q2
$213K Buy
2022
Q1
$255K Buy
2021
Q4
$300K Buy
2021
Q3
$218K Buy