Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
2025
Q1
$774K Buy
2024
Q4
$528K Buy
2024
Q3
$529K Sell
2024
Q2
$595K Buy
2024
Q1
$257K Sell
2023
Q4
$262K Sell
2023
Q3
$281K Sell
2023
Q2
$258K Sell
2023
Q1
$254K Buy
2022
Q4
$238K Buy