Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
2025
Q1
$266K Sell
2024
Q4
$244K Sell
2024
Q3
$309K Sell
2024
Q2
$459K Sell
2024
Q1
$657K Sell
2023
Q4
$818K Buy
2023
Q3
$574K Buy
2023
Q2
$456K Sell
2023
Q1
$569K Buy
2022
Q4
$346K Sell
2022
Q3
$340K Sell
2022
Q2
$502K Buy
2022
Q1
$660K Buy
2021
Q4
$451K Sell
2021
Q3
$469K Buy