Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$565K Sell
2024
Q4
$765K Sell
2024
Q3
$854K Buy
2024
Q2
Sell
2024
Q1
$1.11M Buy
2023
Q3
Sell
2023
Q2
$666K Sell
2023
Q1
$636K Buy
2022
Q4
$486K Sell
2022
Q3
$514K Buy
2022
Q2
$435K Buy
2022
Q1
$502K Buy
2021
Q4
$636K Sell
2021
Q3
$522K Buy
2021
Q2
$444K Buy