Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$981K Sell
2025
Q1
$874K Sell
2024
Q4
$842K Sell
2024
Q3
$872K Sell
2024
Q2
$705K Sell
2024
Q1
$769K Sell
2023
Q4
$793K Buy
2023
Q2
$808K Sell
2023
Q1
$848K Sell
2022
Q4
$777K Buy
2022
Q2
$697K Buy
2022
Q1
$908K Buy
2021
Q4
$1.03M Sell
2021
Q3
$882K Buy