Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$577K Sell
2025
Q1
$606K Sell
2024
Q4
$536K Sell
2024
Q3
$896K Sell
2024
Q2
$1.04M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.99M Buy
2023
Q3
$1.91M Buy
2023
Q2
$1.77M Buy
2023
Q1
$1.58M Buy
2022
Q4
$1.47M Sell
2022
Q3
$1.52M Sell
2022
Q2
$2.62M Buy