Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
2025
Q1
$761K Buy
2024
Q4
$581K Sell
2024
Q3
$691K Buy
2024
Q2
$831K Buy
2024
Q1
$1.15M Buy
2023
Q4
$1.27M Buy
2023
Q3
$695K Buy
2023
Q2
$653K Buy
2023
Q1
$576K Buy
2022
Q4
$465K Buy
2021
Q1
Sell
2020
Q4
$331K Buy