Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2025
Q1
$1.05M Sell
2024
Q4
$1.04M Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.45M Buy
2024
Q1
$1.09M Buy
2023
Q4
$964K Sell
2023
Q3
$941K Sell
2023
Q2
$913K Sell
2023
Q1
$880K Buy
2022
Q4
$804K Buy
2022
Q3
$689K Sell
2022
Q2
$814K Buy