Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$642K Sell
2025
Q1
$708K Sell
2024
Q4
$883K Buy
2024
Q3
$927K Sell
2024
Q2
$712K Sell
2024
Q1
$718K Buy
2023
Q4
$732K Buy
2023
Q3
$621K Buy
2023
Q2
$190K Hold
2023
Q1
$200K Sell
2022
Q4
$228K Buy