Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$414K Buy
2024
Q4
$342K Sell
2024
Q3
$459K Sell
2024
Q2
$488K Sell
2024
Q1
$499K Buy
2023
Q4
$573K Buy
2023
Q3
$332K Sell
2023
Q2
$356K Sell
2023
Q1
$380K Buy
2022
Q4
$293K Sell
2022
Q3
$242K Buy
2022
Q2
$243K Buy
2022
Q1
$284K Buy