Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$515K Sell
2024
Q4
$1.02M Sell
2024
Q3
$966K Buy
2024
Q2
$783K Sell
2024
Q1
$891K Buy
2023
Q4
$980K Buy
2023
Q3
$789K Buy
2023
Q2
$695K Sell
2023
Q1
$718K Sell
2022
Q4
$782K Buy
2022
Q3
$681K Buy