Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Sell
2025
Q1
$793K Buy
2024
Q4
$708K Hold
2024
Q3
$739K Buy
2024
Q2
$648K Sell
2024
Q1
$665K Sell
2023
Q4
$888K Buy
2023
Q3
$514K Sell
2023
Q2
$478K Buy
2023
Q1
$459K Sell
2022
Q4
$527K Sell
2022
Q3
$440K Buy