Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
2025
Q1
$319K Sell
2024
Q4
$519K Sell
2024
Q3
$902K Sell
2024
Q2
$1.26M Buy
2024
Q1
$1.08M Buy
2023
Q4
$919K Buy
2023
Q3
$617K Buy
2023
Q2
$587K Sell
2023
Q1
$633K Buy
2022
Q4
$519K Buy
2022
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$646K Buy
2021
Q4
$206K Sell
2021
Q3
$224K Buy