Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
2025
Q1
$586K Buy
2024
Q4
$637K Buy
2024
Q3
$790K Buy
2024
Q2
$650K Sell
2024
Q1
$600K Sell
2023
Q4
$647K Sell
2023
Q3
$690K Sell
2023
Q2
$790K Buy
2023
Q1
$819K Buy
2022
Q4
$320K Buy
2022
Q3
$281K Buy
2022
Q2
$258K Buy
2022
Q1
$269K Buy
2021
Q4
$290K Buy
2021
Q3
$276K Sell
2021
Q2
$254K Buy