Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Sell
2025
Q1
$662K Sell
2024
Q4
$663K Sell
2024
Q3
$612K Sell
2024
Q2
$547K Sell
2024
Q1
$575K Buy
2023
Q4
$518K Sell
2023
Q3
$619K Sell
2023
Q2
$599K Sell
2023
Q1
$613K Buy
2022
Q4
$256K Buy