Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$845K Buy
2025
Q1
$836K Buy
2024
Q4
$933K Sell
2024
Q3
$883K Sell
2024
Q2
$1.05M Sell
2024
Q1
$901K Sell
2023
Q4
$1.03M Buy
2023
Q3
$854K Buy
2023
Q2
$881K Buy
2023
Q1
$740K Sell
2022
Q4
$619K Buy