Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$678K Buy
2024
Q3
Sell
2024
Q2
$450K Buy
2024
Q1
$197K Buy
2023
Q3
Sell
2023
Q2
$424K Buy
2023
Q1
$112K Buy
2022
Q3
Sell
2022
Q2
$171K Buy
2022
Q1
$212K Buy