Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$848K Sell
2025
Q1
$853K Buy
2024
Q4
$786K Buy
2024
Q3
$972K Buy
2024
Q2
$945K Sell
2024
Q1
$1.08M Sell
2023
Q4
$986K Sell
2023
Q3
$988K Buy
2023
Q2
$747K Sell
2023
Q1
$1M Buy
2022
Q4
$502K Buy
2022
Q3
$316K Buy
2022
Q2
$316K Sell
2022
Q1
$384K Buy
2021
Q4
$246K Buy