Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
2025
Q1
$731K Sell
2024
Q4
$722K Sell
2024
Q3
$769K Sell
2024
Q2
$817K Buy
2024
Q1
$695K Buy
2023
Q4
$438K Buy
2023
Q3
$267K Buy
2023
Q1
Sell
2022
Q4
$364K Buy
2022
Q3
$373K Buy