Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Sell
2025
Q1
$959K Sell
2024
Q4
$1.7M Sell
2024
Q3
$1.69M Sell
2024
Q2
$1.56M Buy
2024
Q1
$766K Sell
2023
Q4
$662K Sell
2023
Q3
$593K Buy
2023
Q2
$617K Sell
2023
Q1
$623K Buy
2022
Q4
$388K Buy
2022
Q3
$229K Buy
2022
Q2
$246K Buy