Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
2025
Q1
$724K Buy
2024
Q4
$596K Buy
2024
Q3
$383K Buy
2024
Q2
$89.1K Buy
2024
Q1
Sell
2023
Q4
$230K Sell
2023
Q3
$241K Buy
2023
Q2
$247K Buy
2023
Q1
$63K Sell
2022
Q4
$194K Buy
2022
Q3
$222K Buy