Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$664K Sell
2024
Q4
$743K Sell
2024
Q3
$1.09M Buy
2024
Q2
$827K Sell
2024
Q1
$1.01M Sell
2023
Q4
$863K Sell
2023
Q3
$706K Sell
2023
Q2
$762K Buy
2023
Q1
$589K Buy
2022
Q4
$463K Buy