Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$746K Buy
2025
Q1
$720K Sell
2024
Q4
$629K Buy
2024
Q3
$641K Buy
2024
Q2
$696K Sell
2024
Q1
$647K Buy
2023
Q4
$618K Sell
2023
Q3
$886K Buy
2023
Q2
$779K Sell
2023
Q1
$945K Sell
2022
Q4
$991K Buy
2022
Q3
$664K Sell
2022
Q2
$758K Sell
2022
Q1
$807K Buy