Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$584K Sell
2025
Q1
$581K Buy
2024
Q4
$496K Sell
2024
Q3
$447K Buy
2024
Q2
$426K Buy
2024
Q1
$453K Buy
2023
Q4
$422K Buy
2023
Q3
$373K Sell
2023
Q2
$388K Buy
2023
Q1
$331K Sell
2022
Q4
$311K Hold
2022
Q3
$266K Sell
2022
Q2
$320K Buy
2022
Q1
$342K Buy
2021
Q4
$275K Buy