Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
2025
Q1
$555K Buy
2024
Q4
$700K Buy
2024
Q3
$253K Buy
2024
Q2
$184K Sell
2024
Q1
$234K Buy
2023
Q4
$235K Sell
2023
Q3
$259K Buy
2023
Q2
$121K Sell
2023
Q1
$155K Sell
2022
Q4
$119K Buy
2022
Q3
$142K Sell
2022
Q2
$186K Buy
2022
Q1
$185K Sell
2021
Q4
$362K Buy