Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.23M Buy
2024
Q1
$967K Buy
2023
Q4
$841K Buy
2023
Q3
$678K Buy
2023
Q2
$528K Buy
2023
Q1
$474K Buy
2022
Q4
$432K Buy
2022
Q3
$312K Buy