Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
2025
Q1
$706K Sell
2024
Q4
$681K Sell
2024
Q3
$618K Buy
2024
Q2
$551K Sell
2024
Q1
$611K Sell
2023
Q4
$632K Buy
2023
Q3
$651K Sell
2023
Q2
$628K Buy
2023
Q1
$615K Buy
2022
Q4
$542K Buy