Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$901K Sell
2025
Q1
$850K Sell
2024
Q4
$822K Sell
2024
Q3
$741K Sell
2024
Q2
$739K Buy
2024
Q1
$739K Sell
2023
Q4
$789K Buy
2023
Q3
$767K Sell
2023
Q2
$738K Buy
2023
Q1
$697K Buy
2022
Q4
$635K Buy
2022
Q3
$527K Sell
2022
Q2
$574K Buy
2022
Q1
$721K Buy