Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Sell
2025
Q1
$560K Buy
2024
Q4
$531K Buy
2024
Q3
$498K Buy
2024
Q2
$248K Sell
2024
Q1
$350K Sell
2023
Q4
$323K Sell
2023
Q3
$289K Buy
2023
Q2
$247K Sell
2023
Q1
$229K Buy
2022
Q3
Sell
2022
Q2
$263K Buy
2022
Q1
$296K Sell
2021
Q4
$853K Buy