Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$840K Sell
2025
Q1
$659K Buy
2024
Q4
$543K Sell
2024
Q3
$902K Sell
2024
Q2
$902K Sell
2024
Q1
$959K Sell
2023
Q4
$774K Hold
2023
Q3
$579K Sell
2023
Q2
$544K Sell
2023
Q1
$409K Sell
2022
Q4
$348K Sell
2022
Q3
$382K Sell
2022
Q2
$305K Buy
2022
Q1
$491K Buy
2021
Q4
$294 Buy