Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
2025
Q1
$835K Buy
2024
Q4
$759K Buy
2024
Q3
$667K Sell
2024
Q2
$629K Buy
2024
Q1
$261K Buy
2022
Q1
Sell
2021
Q4
$335K Sell
2021
Q3
$280K Buy
2021
Q2
$325K Buy