Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
2025
Q1
$373K Sell
2024
Q4
$490K Sell
2024
Q3
$770K Sell
2024
Q2
$818K Sell
2024
Q1
$953K Sell
2023
Q4
$848K Sell
2023
Q3
$1.12M Buy
2023
Q2
$1.04M Buy
2023
Q1
$982K Buy
2022
Q4
$626K Buy