Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$754K Sell
2025
Q1
$649K Sell
2024
Q4
$746K Sell
2024
Q3
$618K Buy
2024
Q2
$530K Buy
2024
Q1
$431K Buy
2023
Q4
$364K Buy
2019
Q2
Sell
2019
Q1
$435K Buy