Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$862K Buy
2024
Q4
$837K Sell
2024
Q3
$843K Buy
2024
Q2
$581K Buy
2024
Q1
$595K Sell
2023
Q4
$806K Buy
2023
Q3
$497K Buy
2023
Q2
$93.4K Buy
2023
Q1
$25.3K Buy
2022
Q3
Sell
2022
Q2
$4K Sell
2022
Q1
$5K Sell
2021
Q4
$28K Sell
2021
Q3
$35K Buy