Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2025
Q1
$561K Buy
2024
Q4
$594K Buy
2024
Q3
$510K Sell
2024
Q2
$498K Buy
2024
Q1
$462K Buy
2023
Q4
$425K Sell
2023
Q3
$327K Buy
2023
Q2
$312K Sell
2023
Q1
$322K Sell
2022
Q4
$412K Buy
2022
Q3
$402K Sell
2022
Q2
$415K Buy