Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
2025
Q1
$378K Sell
2024
Q4
$404K Buy
2024
Q3
$386K Sell
2024
Q2
$580K Buy
2024
Q1
$503K Buy
2023
Q4
$231K Sell
2023
Q3
$235K Buy
2023
Q2
$274K Buy
2023
Q1
$238K Buy
2022
Q2
Sell
2022
Q1
$231K Sell
2021
Q4
$293K Buy
2021
Q3
$241K Sell
2021
Q2
$230K Sell
2021
Q1
$222K Buy