Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
2025
Q1
$557K Sell
2024
Q4
$543K Buy
2024
Q3
$489K Hold
2024
Q2
$431K Buy
2024
Q1
$382K Sell
2023
Q4
$337K Buy
2023
Q3
$269K Sell
2023
Q2
$286K Sell
2023
Q1
$267K Buy
2022
Q4
$218K Sell
2022
Q3
$336K Buy
2022
Q2
$370K Sell
2022
Q1
$482K Buy
2021
Q4
$223K Buy