Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
2025
Q1
$653K Sell
2024
Q4
$701K Sell
2024
Q3
$673K Sell
2024
Q2
$683K Sell
2024
Q1
$743K Sell
2023
Q4
$812K Sell
2023
Q3
$678K Buy
2023
Q2
$748K Buy
2023
Q1
$744K Buy
2022
Q4
$512K Buy
2022
Q3
Sell
2022
Q2
$522K Buy
2022
Q1
$616K Buy
2021
Q4
$729K Buy