Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$539K Sell
2025
Q1
$565K Buy
2024
Q4
$424K Buy
2024
Q3
$438K Buy
2024
Q2
$463K Buy
2024
Q1
$423K Buy
2023
Q4
$416K Buy
2023
Q3
$387K Buy
2023
Q2
$334K Sell
2023
Q1
$331K Buy
2022
Q4
$253K Buy