Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2025
Q1
$442K Buy
2024
Q4
$398K Sell
2024
Q3
$794K Buy
2023
Q4
Sell
2023
Q3
$261K Sell
2023
Q2
$415K Sell
2023
Q1
$373K Buy
2022
Q3
$254K Buy
2022
Q2
$335K Buy
2022
Q1
$367K Buy
2021
Q4
$433K Buy
2021
Q3
$210K Buy