Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$654K Sell
2024
Q4
$619K Sell
2024
Q3
$527K Buy
2024
Q2
$401K Sell
2024
Q1
$559K Buy
2023
Q4
$518K Buy
2023
Q3
$465K Buy
2023
Q2
$464K Buy
2023
Q1
$374K Buy
2022
Q4
$268K Buy