Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Sell
2025
Q1
$606K Buy
2024
Q4
$535K Sell
2024
Q3
$583K Buy
2024
Q2
$395K Sell
2024
Q1
$450K Buy
2023
Q4
$385K Buy
2023
Q3
$324K Buy
2023
Q2
$300K Buy
2023
Q1
$249K Sell
2022
Q4
$286K Sell
2022
Q3
$248K Buy
2022
Q2
$265K Buy