Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
2025
Q1
$668K Sell
2024
Q4
$562K Sell
2024
Q3
$712K Hold
2024
Q2
$690K Sell
2024
Q1
$634K Sell
2023
Q4
$785K Sell
2023
Q3
$895K Buy
2023
Q2
$681K Sell
2023
Q1
$802K Sell
2022
Q4
$904K Buy