Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
2025
Q1
$816K Buy
2024
Q4
$692K Sell
2024
Q3
$700K Buy
2024
Q2
$637K Sell
2024
Q1
$759K Sell
2023
Q4
$832K Buy
2023
Q3
$623K Sell
2023
Q2
$816K Sell
2023
Q1
$799K Buy
2022
Q4
$608K Sell
2022
Q3
$556K Buy
2022
Q2
$284K Buy
2022
Q1
$284K Buy
2021
Q4
$328K Buy