Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$778K Buy
2025
Q1
$687K Sell
2024
Q4
$684K Sell
2024
Q3
$636K Buy
2024
Q2
$568K Sell
2024
Q1
$606K Buy
2023
Q4
$534K Buy
2023
Q3
$400K Buy
2023
Q2
$228K Buy
2022
Q1
Sell
2021
Q4
$201K Buy