Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$588K Buy
2024
Q4
$510K Buy
2024
Q3
$432K Buy
2024
Q2
$399K Buy
2024
Q1
$365K Sell
2023
Q4
$354K Buy
2023
Q3
$271K Buy
2023
Q2
$273K Buy
2023
Q1
$259K Sell
2022
Q4
$275K Buy