Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Sell
2025
Q1
$735K Buy
2024
Q4
$593K Buy
2024
Q3
$568K Buy
2024
Q2
$607K Sell
2024
Q1
$713K Buy
2023
Q4
$564K Sell
2023
Q3
$603K Buy
2023
Q2
$530K Buy
2023
Q1
$505K Buy
2022
Q4
$532K Buy
2022
Q2
$374K Buy
2022
Q1
$355K Sell
2021
Q4
$248K Buy