Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$622K Buy
2024
Q4
$527K Buy
2024
Q3
$550K Buy
2024
Q2
$598K Sell
2024
Q1
$573K Buy
2023
Q4
$486K Buy
2023
Q3
$472K Buy
2023
Q2
$439K Buy
2023
Q1
$415K Buy
2022
Q4
$407K Sell
2022
Q3
$358K Buy
2022
Q2
$373K Buy