Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
2025
Q1
$508K Buy
2024
Q4
$416K Sell
2024
Q3
$465K Buy
2024
Q2
$397K Buy
2024
Q1
$417K Buy
2023
Q4
$352K Buy
2023
Q3
$331K Buy
2023
Q2
$296K Buy
2023
Q1
$350K Sell
2022
Q4
$363K Buy
2022
Q3
$294K Sell
2022
Q2
$336K Buy
2022
Q1
$353K Buy
2021
Q4
$269K Buy