Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
2025
Q1
$428K Buy
2024
Q4
$410K Sell
2024
Q3
$462K Sell
2024
Q2
$566K Buy
2024
Q1
$428K Buy
2023
Q4
$336K Sell
2023
Q3
$361K Buy
2023
Q2
$427K Buy
2023
Q1
$266K Buy
2022
Q4
$237K Sell
2022
Q3
$237K Sell
2022
Q2
$339K Sell
2022
Q1
$680K Buy
2021
Q4
$801K Buy
2021
Q3
$287K Buy
2021
Q2
$247K Buy