Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$745K Sell
2024
Q4
$625K Sell
2024
Q3
$632K Buy
2024
Q2
$499K Sell
2024
Q1
$470K Buy
2023
Q4
$440K Sell
2023
Q3
$395K Sell
2023
Q2
$469K Sell
2023
Q1
$522K Sell
2022
Q4
$585K Buy
2022
Q3
$479K Sell
2022
Q2
$695K Sell
2022
Q1
$657K Buy
2021
Q4
$462K Buy
2021
Q3
$497K Sell
2021
Q2
$533K Buy