Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$610K Sell
2025
Q1
$600K Sell
2024
Q4
$801K Sell
2024
Q3
$722K Sell
2024
Q2
$648K Sell
2024
Q1
$1.09M Buy
2023
Q4
$908K Buy
2023
Q3
$803K Buy
2023
Q2
$1.05M Sell
2023
Q1
$882K Buy
2022
Q4
$673K Buy