Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$898K Buy
2025
Q1
$852K Buy
2024
Q4
$727K Buy
2024
Q3
$765K Buy
2024
Q2
Sell
2024
Q1
$778K Buy
2023
Q4
Sell
2023
Q3
$705K Buy
2023
Q2
$653K Buy
2023
Q1
$615K Buy
2022
Q4
$604K Buy
2022
Q3
$497K Hold
2022
Q2
$523K Hold
2022
Q1
$549K Buy