Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2025
Q1
$542K Sell
2024
Q4
$603K Buy
2024
Q3
$543K Buy
2024
Q2
$529K Buy
2024
Q1
$274K Buy
2022
Q3
Sell
2022
Q2
$290K Sell
2022
Q1
$456K Buy
2021
Q4
$403K Buy
2021
Q3
$395K Sell
2021
Q2
$443K Buy