Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$606K Sell
2025
Q1
$636K Sell
2024
Q4
$1.54M Buy
2024
Q3
$381K Buy
2024
Q2
$390K Sell
2024
Q1
$559K Buy
2023
Q4
Sell
2023
Q3
$375K Buy
2023
Q2
Sell
2023
Q1
$578K Sell
2022
Q4
$663K Buy
2021
Q3
Sell
2021
Q2
$315K Sell
2021
Q1
$346K Buy