Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
2025
Q1
$1.15M Buy
2024
Q4
$1.19M Buy
2024
Q3
$1.15M Buy
2024
Q2
$928K Buy
2024
Q1
$835K Buy
2023
Q4
$670K Buy
2023
Q3
$410K Buy
2023
Q2
$371K Buy
2023
Q1
$305K Buy
2022
Q4
$244K Sell
2022
Q3
$200K Buy