Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$646K Sell
2025
Q1
$563K Buy
2024
Q4
$584K Sell
2024
Q3
$789K Sell
2024
Q2
$973K Sell
2024
Q1
$932K Sell
2023
Q4
$754K Sell
2023
Q3
$663K Sell
2023
Q2
$839K Sell
2023
Q1
$791K Sell
2022
Q4
$646K Sell
2022
Q3
$520K Hold
2022
Q2
$596K Buy
2022
Q1
Sell
2021
Q4
$214K Buy