Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$651K Buy
2024
Q4
$628K Sell
2024
Q3
$805K Buy
2024
Q2
$721K Buy
2024
Q1
$669K Buy
2023
Q4
$789K Buy
2023
Q3
$409K Hold
2023
Q2
$429K Buy
2023
Q1
$421K Buy
2022
Q4
$325K Buy
2022
Q3
$261K Buy
2022
Q2
$233K Buy