Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
2025
Q1
$852K Sell
2024
Q4
$825K Sell
2024
Q3
$868K Sell
2024
Q2
$790K Buy
2024
Q1
$796K Sell
2023
Q4
$750K Sell
2023
Q3
$699K Sell
2023
Q2
$647K Buy
2023
Q1
$632K Sell
2022
Q4
$809K Sell
2022
Q3
$685K Buy
2022
Q2
$678K Sell
2022
Q1
$837K Buy
2021
Q4
$741K Buy
2021
Q3
$597K Buy