Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$541K Sell
2024
Q4
$718K Sell
2024
Q3
$720K Buy
2024
Q2
$507K Sell
2024
Q1
$776K Sell
2023
Q4
$799K Sell
2023
Q3
$1.03M Buy
2023
Q2
$1.15M Buy
2023
Q1
$882K Buy
2022
Q4
$868K Buy