Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
2025
Q1
$975K Sell
2024
Q4
$953K Sell
2024
Q3
$1.17M Sell
2024
Q2
$980K Buy
2024
Q1
$1M Buy
2023
Q4
$736K Sell
2023
Q3
$888K Sell
2023
Q2
$896K Buy
2023
Q1
$770K Buy
2022
Q4
$748K Buy
2022
Q3
$451K Buy