Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$678K Sell
2025
Q1
$663K Buy
2024
Q4
$263K Sell
2024
Q3
$288K Buy
2024
Q2
$207K Sell
2024
Q1
$231K Buy
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2023
Q1
$213K Sell
2022
Q4
$256K Hold
2022
Q3
$236K Sell
2022
Q2
$279K Buy
2021
Q1
Sell
2020
Q4
$3.1M Buy