Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
2025
Q1
$592K Sell
2024
Q4
$502K Sell
2024
Q3
$637K Sell
2024
Q2
$649K Sell
2024
Q1
$712K Sell
2023
Q4
$628K Sell
2023
Q3
$590K Sell
2023
Q2
$564K Buy
2023
Q1
$379K Buy
2022
Q4
$250K Buy