Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$664K Sell
2025
Q1
$557K Sell
2024
Q4
$672K Buy
2024
Q3
$796K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.01M Sell
2023
Q4
$973K Sell
2023
Q3
$805K Sell
2023
Q2
$905K Buy
2023
Q1
$702K Buy
2022
Q4
$644K Sell
2022
Q3
$575K Sell
2022
Q2
$675K Buy
2022
Q1
$717K Sell
2021
Q4
$867K Buy