Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2025
Q1
$369K Buy
2024
Q4
$410K Buy
2024
Q3
$490K Buy
2024
Q2
$629K Sell
2024
Q1
$665K Sell
2023
Q4
$615K Sell
2023
Q3
$677K Buy
2023
Q2
$557K Sell
2023
Q1
$635K Buy
2022
Q4
$263K Buy