Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Sell
2025
Q1
$489K Sell
2024
Q4
$487K Hold
2024
Q3
$437K Sell
2024
Q2
$426K Sell
2024
Q1
$765K Sell
2023
Q4
$941K Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.69M Sell
2023
Q1
$1.84M Sell
2022
Q4
$1.81M Buy