Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
2025
Q1
$456K Sell
2024
Q4
$578K Sell
2024
Q3
$703K Sell
2024
Q2
$599K Sell
2024
Q1
$2.42M Buy
2023
Q4
$1.82M Buy
2022
Q4
$2.44M Buy
2022
Q3
$1.61M Buy