Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
2025
Q1
$868K Sell
2024
Q4
$850K Sell
2024
Q3
$851K Sell
2024
Q2
$773K Hold
2024
Q1
$812K Hold
2023
Q4
$822K Hold
2023
Q3
$874K Sell
2023
Q2
$871K Hold
2023
Q1
$880K Hold
2022
Q4
$818K Buy