Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$516K Sell
2024
Q4
$506K Sell
2024
Q3
$567K Sell
2024
Q2
$523K Sell
2024
Q1
$543K Buy
2023
Q4
$313K Buy
2023
Q1
Sell
2022
Q4
$372K Buy
2022
Q3
$335K Buy
2022
Q2
$388K Buy
2022
Q1
$433K Buy
2021
Q4
$451K Buy