Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Sell
2025
Q1
$554K Buy
2024
Q4
$457K Sell
2024
Q3
$573K Sell
2024
Q2
$563K Buy
2024
Q1
$594K Sell
2023
Q4
$478K Buy
2023
Q3
$354K Buy
2023
Q2
$324K Hold
2023
Q1
$238K Buy
2022
Q4
Sell
2022
Q3
$217K Buy
2022
Q2
Sell
2022
Q1
$325K Hold
2021
Q4
$382K Buy