Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$861K Sell
2025
Q1
$460K Sell
2024
Q4
$980K Sell
2024
Q3
$587K Sell
2024
Q2
$481K Sell
2024
Q1
$686K Buy
2023
Q4
$850K Sell
2023
Q3
$1.02M Sell
2023
Q2
$1.04M Buy
2023
Q1
Sell
2022
Q4
$715K Buy