Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
2025
Q1
$975K Buy
2024
Q4
$686K Sell
2024
Q3
$741K Buy
2024
Q2
$414K Buy
2024
Q1
$449K Sell
2023
Q4
$478K Buy
2023
Q3
$203K Buy
2023
Q2
$70.3K Sell
2023
Q1
$259K Buy
2022
Q4
$187K Buy
2022
Q3
$0 Buy