Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$853K Buy
2025
Q1
$288K Sell
2024
Q4
$702K Buy
2024
Q3
$739K Sell
2024
Q2
$846K Buy
2024
Q1
$226K Sell
2023
Q4
$265K Buy
2022
Q2
Sell
2022
Q1
$192K Buy
2021
Q4
Sell
2021
Q3
$284K Buy