Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
2025
Q1
$688K Sell
2024
Q4
$734K Buy
2024
Q3
$654K Sell
2024
Q2
$677K Sell
2024
Q1
$737K Buy
2023
Q4
$609K Buy
2023
Q3
$432K Buy
2023
Q2
$316K Sell
2023
Q1
$274K Buy