Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$822K Sell
2025
Q1
$965K Sell
2024
Q4
$851K Buy
2024
Q3
Sell
2024
Q2
$675K Sell
2024
Q1
$608K Buy
2023
Q4
$677K Buy
2023
Q3
$518K Buy
2023
Q2
$614K Sell
2023
Q1
$590K Buy
2022
Q4
$893K Sell
2022
Q3
$580K Sell
2022
Q2
$681K Buy
2022
Q1
$785K Buy
2021
Q4
$893K Buy