Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
2025
Q1
$546K Sell
2024
Q4
$495K Sell
2024
Q3
$564K Sell
2024
Q2
$641K Sell
2024
Q1
$656K Sell
2023
Q4
$651K Buy
2023
Q3
$588K Sell
2023
Q2
$566K Sell
2023
Q1
$634K Buy
2022
Q4
$582K Buy
2022
Q3
$476K Sell
2022
Q2
$522K Sell
2022
Q1
$549K Buy