Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
2025
Q1
$906K Buy
2024
Q4
$820K Buy
2024
Q3
$873K Buy
2024
Q2
$635K Buy
2024
Q1
$581K Hold
2023
Q4
$712K Sell
2023
Q3
$549K Buy
2023
Q2
$568K Sell
2023
Q1
$1.2M Buy
2022
Q1
Sell
2021
Q4
$951K Buy