Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$794K Buy
2025
Q1
$655K Sell
2024
Q4
$691K Buy
2024
Q3
$796K Buy
2024
Q2
$919K Buy
2024
Q1
$871K Buy
2023
Q4
$672K Hold
2023
Q3
$522K Buy
2023
Q2
$627K Buy
2023
Q1
$464K Buy
2022
Q4
$353K Sell
2022
Q3
$331K Buy
2022
Q2
$332K Buy
2022
Q1
$420K Buy
2021
Q4
$436K Buy
2021
Q3
$384K Buy
2021
Q2
$257K Hold
2021
Q1
$230K Buy