Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
2025
Q1
$413K Sell
2024
Q4
$512K Sell
2024
Q3
$529K Sell
2024
Q2
$443K Buy
2024
Q1
$362K Buy
2023
Q4
$293K Sell
2023
Q3
$303K Buy
2023
Q2
$323K Buy
2023
Q1
$203K Sell
2022
Q4
$265K Buy
2022
Q3
Sell
2022
Q2
$240K Buy
2022
Q1
$263K Buy
2021
Q4
Sell
2021
Q3
$207K Sell
2021
Q2
$240K Sell
2021
Q1
$294K Buy