Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
2025
Q1
$572K Buy
2024
Q4
$441K Buy
2024
Q3
$235K Buy
2024
Q2
Sell
2024
Q1
$342K Sell
2023
Q4
$579K Sell
2023
Q3
$620K Buy
2023
Q2
$217K Buy
2022
Q4
Sell
2022
Q3
$333K Sell
2022
Q2
$395K Buy
2022
Q1
$615K Sell
2021
Q4
$604K Buy
2021
Q3
$435K Buy