Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$949K Sell
2025
Q1
$743K Buy
2024
Q4
$858K Sell
2024
Q3
$879K Buy
2024
Q2
$831K Hold
2024
Q1
$829K Buy
2023
Q4
$638K Buy
2023
Q3
$560K Buy
2023
Q2
$508K Buy
2023
Q1
$365K Sell
2022
Q4
$354K Buy
2022
Q3
$231K Buy