Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$862K Sell
2025
Q1
$768K Sell
2024
Q4
$1.04M Sell
2024
Q3
$981K Sell
2024
Q2
$735K Buy
2024
Q1
$834K Buy
2023
Q4
$418K Buy
2023
Q3
$392K Buy
2022
Q4
Sell
2022
Q3
$424K Buy
2022
Q2
$279K Buy
2021
Q4
Sell
2021
Q3
$231K Buy