Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
2025
Q1
$436K Buy
2024
Q4
Sell
2024
Q3
$790K Buy
2024
Q2
$598K Buy
2024
Q1
$561K Buy
2023
Q2
Sell
2023
Q1
$477K Buy
2022
Q4
$268K Buy
2021
Q4
Sell
2021
Q3
$266K Buy