Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$256K Sell
2024
Q4
$468K Sell
2024
Q3
$684K Sell
2024
Q2
$824K Buy
2024
Q1
$648K Buy
2023
Q4
$589K Buy
2023
Q3
$597K Buy
2023
Q2
$749K Buy
2023
Q1
$631K Buy
2022
Q4
$557K Buy
2022
Q3
$336K Buy
2022
Q2
$261K Buy
2022
Q1
$234K Buy