Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
2025
Q1
$597K Sell
2024
Q4
$632K Sell
2024
Q3
$906K Sell
2024
Q2
$758K Sell
2024
Q1
$1.05M Buy
2023
Q4
$1.44M Buy
2023
Q3
$656K Buy
2023
Q2
$283K Buy
2023
Q1
$286K Buy
2022
Q4
Sell
2022
Q3
$233K Sell
2022
Q2
$370K Buy
2022
Q1
$416K Buy