Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$957K Sell
2025
Q1
$984K Sell
2024
Q4
$867K Buy
2024
Q3
$617K Buy
2024
Q2
$437K Sell
2024
Q1
$531K Sell
2023
Q4
$476K Sell
2023
Q3
$567K Buy
2023
Q2
$685K Sell
2023
Q1
$754K Buy
2022
Q4
$698K Sell
2022
Q3
$799K Sell
2022
Q2
$872K Buy
2022
Q1
$1.45M Buy