Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2025
Q1
$970K Sell
2024
Q4
$897K Buy
2024
Q3
$735K Sell
2024
Q2
$724K Buy
2024
Q1
$465K Buy
2023
Q4
$299K Sell
2023
Q3
$338K Buy
2023
Q2
$358K Sell
2023
Q1
$377K Sell
2022
Q4
$321K Buy
2022
Q3
$306K Sell
2022
Q2
$337K Buy
2022
Q1
Sell
2021
Q4
$332K Buy