Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$507K Sell
2025
Q1
$299K Sell
2024
Q4
$366K Sell
2024
Q3
$619K Sell
2024
Q2
$963K Sell
2024
Q1
$1.15M Buy
2023
Q4
$1.06M Buy
2023
Q3
$543K Buy
2023
Q2
$943K Buy
2023
Q1
$853K Sell
2022
Q4
$1.33M Buy
2022
Q3
$927K Buy
2022
Q2
$1.07M Sell
2022
Q1
$2.49M Buy