Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$577K Sell
2024
Q4
$741K Buy
2024
Q3
$812K Sell
2024
Q2
$888K Sell
2024
Q1
$825K Buy
2023
Q4
$947K Buy
2023
Q3
$788K Sell
2023
Q2
$819K Buy
2023
Q1
$629K Buy
2022
Q4
$548K Buy
2022
Q3
$425K Sell
2022
Q2
$566K Buy
2022
Q1
$392K Buy