Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
2025
Q1
$321K Sell
2024
Q4
$310K Buy
2024
Q3
$274K Buy
2024
Q2
$237K Buy
2024
Q1
$248K Sell
2023
Q4
$294K Buy
2023
Q3
$311K Buy
2023
Q2
$291K Sell
2023
Q1
$305K Buy
2022
Q4
$271K Buy
2022
Q2
Sell
2022
Q1
$213K Buy