Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
2025
Q1
$559K Sell
2024
Q4
$820K Buy
2024
Q3
$781K Sell
2024
Q2
$703K Buy
2024
Q1
$625K Buy
2023
Q4
$522K Buy
2023
Q3
$521K Buy
2023
Q2
$506K Sell
2023
Q1
$436K Sell
2022
Q4
$434K Sell
2022
Q3
$377K Sell
2022
Q2
$510K Buy
2022
Q1
$575K Buy
2021
Q4
$441K Buy