Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$935K Sell
2025
Q1
$643K Sell
2024
Q4
$802K Buy
2024
Q3
$568K Sell
2024
Q2
$762K Buy
2024
Q1
$466K Sell
2023
Q4
$373K Buy
2023
Q3
$261K Hold
2023
Q2
$254K Buy
2022
Q2
Sell
2022
Q1
$236K Buy
2021
Q4
$223K Buy