Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$314K Sell
2024
Q4
$420K Buy
2024
Q3
$389K Sell
2024
Q2
$954K Buy
2024
Q1
$860K Buy
2023
Q4
$798K Sell
2023
Q3
$960K Buy
2023
Q2
$908K Buy
2022
Q4
Sell
2022
Q3
$358K Buy
2022
Q2
$457K Buy
2022
Q1
$380K Buy
2021
Q2
Sell
2021
Q1
$481K Buy