Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
2025
Q1
$757K Buy
2024
Q4
$626K Buy
2024
Q3
$606K Sell
2024
Q2
$734K Sell
2024
Q1
$871K Buy
2023
Q4
$722K Sell
2023
Q3
$770K Sell
2023
Q2
$653K Buy
2023
Q1
$600K Buy
2022
Q4
$548K Sell
2022
Q3
$488K Sell
2022
Q2
$579K Sell
2022
Q1
$698K Sell
2021
Q4
$594K Buy