Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$710K Buy
2025
Q1
$778K Buy
2024
Q4
$621K Sell
2024
Q3
$898K Buy
2024
Q2
$842K Buy
2024
Q1
$757K Sell
2023
Q4
$789K Buy
2023
Q3
$721K Buy
2023
Q2
$575K Buy
2023
Q1
$596K Sell
2022
Q4
$660K Buy
2022
Q3
$459K Buy
2022
Q2
$284K Buy