Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$789K Sell
2025
Q1
$824K Sell
2024
Q4
$713K Sell
2024
Q3
$751K Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.03M Sell
2023
Q4
$1.03M Sell
2023
Q3
$1.06M Sell
2023
Q2
$993K Sell
2023
Q1
$986K Hold
2022
Q4
$976K Hold
2022
Q3
$853K Sell
2022
Q2
$899K Sell
2022
Q1
$945K Buy