Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$307K Sell
2025
Q1
$631K Buy
2024
Q4
$503K Buy
2024
Q3
$248K Buy
2024
Q2
$134K Sell
2024
Q1
$411K Buy
2023
Q4
$222K Sell
2023
Q3
$321K Sell
2023
Q2
$394K Buy
2023
Q1
$245K Sell
2022
Q4
$259K Buy
2022
Q3
$199K Buy
2022
Q2
$59K Sell
2022
Q1
$68K Sell
2021
Q4
$95K Sell
2021
Q3
$108K Buy