Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
2025
Q1
$462K Sell
2024
Q4
$512K Sell
2024
Q3
$575K Sell
2024
Q2
$695K Sell
2024
Q1
$724K Hold
2023
Q4
$724K Buy
2023
Q3
$643K Sell
2023
Q2
$594K Sell
2023
Q1
$661K Buy
2022
Q4
$605K Buy
2022
Q3
$528K Sell
2022
Q2
$540K Sell
2022
Q1
$639K Sell
2021
Q4
$763K Buy