Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$947K Sell
2025
Q1
$993K Buy
2024
Q4
$845K Sell
2024
Q3
$1.79M Buy
2024
Q2
$1.83M Sell
2024
Q1
$1.74M Sell
2023
Q4
$1.73M Buy
2023
Q3
$861K Sell
2023
Q2
$812K Buy
2023
Q1
$762K Sell
2022
Q4
$772K Sell
2022
Q3
$676K Buy
2022
Q2
$702K Buy