Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$665K Sell
2025
Q1
$795K Sell
2024
Q4
$679K Sell
2024
Q3
$763K Buy
2024
Q2
$662K Buy
2024
Q1
$693K Buy
2023
Q4
$589K Buy
2023
Q3
$548K Sell
2023
Q2
$498K Buy
2023
Q1
$491K Buy
2022
Q4
$497K Buy