Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
2025
Q1
$671K Buy
2024
Q4
$602K Sell
2024
Q3
$741K Sell
2024
Q2
$920K Buy
2024
Q1
$778K Hold
2023
Q4
$648K Hold
2023
Q3
$511K Hold
2023
Q2
$540K Sell
2023
Q1
$451K Sell
2022
Q4
$431K Sell
2022
Q3
$389K Buy