Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
2025
Q1
$931K Buy
2024
Q4
$796K Sell
2024
Q3
$842K Buy
2024
Q2
$879K Buy
2024
Q1
$788K Buy
2023
Q4
$723K Buy
2023
Q3
$694K Buy
2023
Q2
$609K Buy
2023
Q1
$467K Buy
2022
Q4
$334K Buy
2022
Q3
$240K Buy
2022
Q2
$230K Buy
2022
Q1
$214K Buy