Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$834K Sell
2025
Q1
$693K Hold
2024
Q4
$725K Sell
2024
Q3
$879K Sell
2024
Q2
$1.09M Hold
2024
Q1
$1.04M Sell
2023
Q4
$1.05M Sell
2023
Q3
$847K Sell
2023
Q2
$1.06M Sell
2023
Q1
$1.05M Sell
2022
Q4
$930K Sell
2022
Q3
$807K Buy
2022
Q2
$793K Buy