Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$889K Buy
2025
Q1
$689K Buy
2024
Q4
$909K Buy
2024
Q3
$583K Sell
2024
Q2
$444K Hold
2024
Q1
$394K Buy
2023
Q4
$511K Hold
2023
Q3
$515K Buy
2023
Q2
$535K Buy
2023
Q1
$382K Buy
2022
Q4
$205K Buy
2022
Q3
$209K Buy
2022
Q2
Sell
2022
Q1
$273K Buy
2021
Q1
$273K Buy