Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$913K Sell
2025
Q1
$820K Buy
2024
Q3
Sell
2024
Q2
$621K Buy
2023
Q3
Sell
2023
Q2
$1.11M Buy
2023
Q1
Sell
2022
Q4
$405K Buy
2021
Q3
Sell
2021
Q2
$279K Buy
2021
Q1
$210K Buy