Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$731K Sell
2025
Q1
$763K Sell
2024
Q4
$657K Buy
2024
Q3
$685K Buy
2024
Q2
$728K Buy
2024
Q1
$667K Sell
2023
Q4
$669K Buy
2023
Q3
$584K Buy
2023
Q2
$538K Buy
2023
Q1
$460K Buy
2022
Q4
$346K Buy
2022
Q3
$235K Buy