Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
2025
Q1
$681K Sell
2024
Q4
$861K Sell
2024
Q3
$709K Buy
2024
Q2
$524K Buy
2024
Q1
$581K Sell
2023
Q4
$609K Buy
2023
Q3
$347K Buy
2023
Q2
$338K Buy
2023
Q1
$228K Sell
2022
Q4
$239K Buy