Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
2025
Q1
$413K Buy
2024
Q4
$337K Sell
2024
Q3
$465K Sell
2024
Q2
$455K Buy
2024
Q1
$482K Sell
2023
Q4
$646K Sell
2023
Q3
$668K Sell
2023
Q2
$680K Sell
2023
Q1
$557K Buy
2022
Q4
$421K Hold
2022
Q3
$442K Sell
2022
Q2
$350K Buy
2022
Q1
$607K Buy