Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
2025
Q1
$577K Buy
2024
Q4
$458K Sell
2024
Q3
$923K Sell
2024
Q2
$852K Sell
2024
Q1
$980K Buy
2023
Q4
$688K Buy
2023
Q3
$396K Buy
2023
Q2
$335K Buy
2023
Q1
$275K Buy
2022
Q4
$248K Buy