Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Buy
2025
Q1
$426K Buy
2024
Q4
$277K Buy
2024
Q3
$284K Buy
2024
Q2
$227K Sell
2024
Q1
$395K Sell
2023
Q4
$318K Buy
2023
Q3
$237K Buy
2023
Q2
$220K Buy
2022
Q1
Sell
2021
Q4
$231K Sell
2021
Q3
$340K Buy
2021
Q2
$292K Sell
2021
Q1
$434K Buy