Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
2025
Q1
$591K Sell
2024
Q4
$510K Sell
2024
Q3
$549K Sell
2024
Q2
$622K Sell
2024
Q1
$585K Sell
2023
Q4
$583K Sell
2023
Q3
$701K Sell
2023
Q2
$696K Sell
2023
Q1
$863K Buy
2022
Q4
$742K Sell
2022
Q3
$657K Buy
2022
Q2
$681K Buy
2022
Q1
$657K Buy