Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$660K Sell
2025
Q1
$210M Buy
2024
Q4
$419K Sell
2024
Q3
$463K Sell
2024
Q2
$225M Buy
2024
Q1
$250K Hold
2023
Q4
$246K Hold
2023
Q3
$240K Hold
2023
Q2
$226K Hold
2023
Q1
$215K Hold
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$205K Buy