Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
2025
Q1
$281K Buy
2024
Q4
$176K Sell
2024
Q3
$336K Sell
2024
Q2
$616K Sell
2024
Q1
$616K Buy
2023
Q4
$535K Buy
2023
Q3
$402K Sell
2023
Q2
$453K Sell
2023
Q1
$446K Sell
2022
Q4
$764K Buy
2022
Q3
$462K Sell
2022
Q2
$556K Buy
2022
Q1
$470K Sell
2021
Q4
$646K Sell
2021
Q3
$702K Buy
2021
Q2
$592K Buy
2021
Q1
$239K Buy