Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
2025
Q1
$1.06M Hold
2024
Q4
$952K Sell
2024
Q3
$792K Buy
2024
Q2
$681K Sell
2024
Q1
$721K Sell
2023
Q4
$613K Sell
2023
Q3
$708K Sell
2023
Q2
$689K Buy
2023
Q1
$566K Sell
2022
Q4
$627K Buy