Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$287K Buy
2024
Q4
$328K Buy
2024
Q3
$379K Buy
2024
Q2
$368K Buy
2024
Q1
$401K Sell
2023
Q4
$389K Buy
2023
Q3
$355K Sell
2023
Q2
$563K Sell
2023
Q1
$584K Buy
2022
Q4
$536K Buy
2022
Q3
$467K Buy
2022
Q2
$516K Buy
2022
Q1
$572K Buy