Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$534K Sell
2025
Q1
$497K Sell
2024
Q4
$506K Sell
2024
Q3
$475K Sell
2024
Q2
$493K Sell
2024
Q1
$521K Sell
2023
Q4
$540K Sell
2023
Q3
$613K Sell
2023
Q2
$612K Buy
2023
Q1
$542K Buy
2022
Q4
$488K Buy