Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
2025
Q1
$348K Buy
2024
Q4
$446K Buy
2024
Q3
$543K Sell
2024
Q2
$861K Sell
2024
Q1
$910K Buy
2023
Q4
$355K Buy
2023
Q3
$326K Buy
2023
Q2
$344K Sell
2023
Q1
$393K Buy
2022
Q4
$180K Buy