Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
2025
Q1
$766K Buy
2024
Q4
$494K Buy
2024
Q3
$408K Buy
2024
Q2
$336K Buy
2024
Q1
$382K Buy
2023
Q4
$403K Buy
2023
Q3
$328K Sell
2023
Q2
$340K Buy
2023
Q1
$363K Buy
2022
Q4
$332K Buy
2022
Q3
$205K Buy
2022
Q2
$220K Buy
2022
Q1
$286K Buy
2021
Q4
$297K Buy