Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$561K Sell
2025
Q1
$470K Buy
2024
Q4
$334K Buy
2024
Q3
$311K Buy
2024
Q2
$297K Buy
2024
Q1
$299K Buy
2023
Q4
$217K Buy
2023
Q3
Sell
2023
Q2
$360K Buy
2023
Q1
$309K Buy
2022
Q4
$302K Buy
2022
Q3
$260K Buy
2022
Q2
$228K Sell
2022
Q1
$284K Buy
2021
Q4
$314K Buy
2021
Q3
$264K Buy
2021
Q2
$255K Buy