Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
2025
Q1
$560K Buy
2024
Q4
$580K Buy
2024
Q3
$755K Sell
2024
Q2
$901K Buy
2024
Q1
$775K Sell
2023
Q4
$1.04M Buy
2023
Q3
$721K Buy
2023
Q2
$517K Buy
2023
Q1
$80.8K Sell
2022
Q4
$141K Sell
2022
Q3
$152K Buy
2022
Q2
$136K Buy
2022
Q1
$166K Sell
2021
Q4
$263K Buy
2021
Q3
$221K Buy
2021
Q2
$215K Buy