Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$826K Buy
2025
Q1
$564K Buy
2024
Q4
$587K Buy
2024
Q3
$668K Buy
2024
Q2
$519K Sell
2024
Q1
$643K Buy
2023
Q4
$521K Sell
2023
Q3
$421K Hold
2023
Q2
$452K Hold
2023
Q1
$392K Hold
2022
Q4
$368K Buy