Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$825K Sell
2025
Q1
$777K Buy
2024
Q4
$664K Sell
2024
Q3
$702K Sell
2024
Q2
$553K Sell
2024
Q1
$634K Buy
2023
Q4
$529K Buy
2023
Q3
$295K Hold
2023
Q2
$281K Buy
2022
Q3
Sell
2022
Q2
$276K Buy