Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
2025
Q1
$510K Buy
2024
Q4
$579K Buy
2024
Q3
$525K Sell
2024
Q2
$594K Sell
2024
Q1
$506K Hold
2023
Q4
$506K Sell
2023
Q3
$596K Sell
2023
Q2
$544K Buy
2023
Q1
$507K Buy
2022
Q4
$405K Sell
2022
Q3
$264K Buy
2022
Q2
$407K Sell
2022
Q1
$509K Buy
2021
Q4
$562K Buy
2021
Q3
$377K Buy