Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
2025
Q1
$433K Buy
2024
Q4
$315K Sell
2024
Q3
$405K Sell
2024
Q2
$404K Sell
2024
Q1
$451K Buy
2023
Q4
$340K Buy
2023
Q3
$322K Sell
2023
Q2
$401K Buy
2023
Q1
$306K Sell
2022
Q4
$405K Sell
2022
Q3
$352K Sell
2022
Q2
$370K Buy
2022
Q1
$269K Buy
2021
Q4
$257K Buy
2021
Q3
$216K Buy