Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2025
Q1
$404K Buy
2024
Q4
$496K Buy
2024
Q3
$569K Buy
2024
Q2
$471K Sell
2024
Q1
$427K Sell
2023
Q4
$486K Buy
2023
Q3
$388K Buy
2023
Q2
$369K Buy
2023
Q1
$298K Buy
2022
Q4
$205K Buy