Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$857K Sell
2024
Q4
$813K Sell
2024
Q3
$1.15M Buy
2024
Q2
$1.22M Sell
2024
Q1
$1.04M Sell
2023
Q4
$879K Sell
2023
Q3
$733K Buy
2023
Q2
$759K Buy
2023
Q1
$556K Sell
2022
Q4
$598K Buy
2022
Q3
$399K Buy
2022
Q2
$383K Buy