Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
2025
Q1
$488K Buy
2024
Q4
$579K Buy
2024
Q3
$508K Sell
2024
Q2
$550K Buy
2024
Q1
$383K Buy
2023
Q4
$240K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q2
Sell
2022
Q1
$209K Hold
2021
Q4
$247K Buy