Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2025
Q1
$887K Buy
2024
Q4
$454K Buy
2024
Q3
$404K Sell
2024
Q2
$541K Buy
2024
Q1
$245K Sell
2023
Q4
$405K Sell
2023
Q3
$655K Buy
2023
Q2
$410K Sell
2023
Q1
$432K Buy
2021
Q2
Sell
2021
Q1
$202K Buy